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Cambridge Advisors Inc.: HEQT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Advisors Inc. on HEQT, newest first. How the timeline and the estimate are built.

Cambridge Advisors Inc. held 32,196 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,196 shares
    Change vs previous 13F -343 shares

    0.19% of the 13F portfolio, value $1,079,854.

    13F-HR 0001214659-26-008644 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,539 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,024,979.

    13F-HR 0001214659-26-004746 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,539 shares
    Change vs previous 13F +974 shares

    0.2% of the 13F portfolio, value $1,042,888.

    13F-HR 0001214659-26-000687 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,565 shares
    Change vs previous 13F -1,690 shares

    0.19% of the 13F portfolio, value $985,993.

    13F-HR 0001214659-25-014970 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,255 shares
    Change vs previous 13F +14,046 shares

    0.21% of the 13F portfolio, value $999,323.

    13F-HR 0001214659-25-010442 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,209 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $548,897.

    13F-HR 0001214659-25-006340 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).