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CAPTRUST FINANCIAL ADVISORS: HEQT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 47,889 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,889 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $1,606,190.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 47,977 shares
    Change vs previous 13F -745 shares

    <0.01% of the 13F portfolio, value $1,502,167.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 48,722 shares
    Change vs previous 13F -2,158 shares

    <0.01% of the 13F portfolio, value $1,561,535.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 50,880 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $1,589,333.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 50,764 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $1,525,446.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 50,714 shares
    Change vs previous 13F -4,586 shares

    <0.01% of the 13F portfolio, value $1,449,142.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 55,300 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $1,630,258.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 55,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,593,002.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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