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HARMONY ASSET MANAGEMENT LLC: HEQT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARMONY ASSET MANAGEMENT LLC on HEQT, newest first. How the timeline and the estimate are built.

HARMONY ASSET MANAGEMENT LLC held 112,975 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,975 shares
    Change vs previous 13F +4,055 shares

    1.02% of the 13F portfolio, value $3,789,183.

    13F-HR 0001104659-26-084977 filed by HARMONY ASSET MANAGEMENT LLC
    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 108,920 shares
    Change vs previous 13F +2,375 shares

    1.05% of the 13F portfolio, value $3,430,993.

    13F-HR 0001104659-26-055537 filed by HARMONY ASSET MANAGEMENT LLC
    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 106,545 shares
    Change vs previous 13F -29,217 shares

    1.15% of the 13F portfolio, value $3,414,772.

    13F-HR 0001104659-26-011362 filed by HARMONY ASSET MANAGEMENT LLC
    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 135,762 shares
    Change vs previous 13F +1,520 shares

    1.46% of the 13F portfolio, value $4,240,795.

    13F-HR 0001104659-25-106777 filed by HARMONY ASSET MANAGEMENT LLC
    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 134,242 shares
    Change vs previous 13F -762 shares

    1.51% of the 13F portfolio, value $4,033,967.

    13F-HR 0001104659-25-078435 filed by HARMONY ASSET MANAGEMENT LLC
    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 135,004 shares
    Change vs previous 13F +8,285 shares

    1.62% of the 13F portfolio, value $3,857,726.

    13F-HR 0001104659-25-043141 filed by HARMONY ASSET MANAGEMENT LLC
    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 126,719 shares
    Change vs previous 13F +49,792 shares

    1.48% of the 13F portfolio, value $3,735,680.

    13F-HR 0001104659-25-014410 filed by HARMONY ASSET MANAGEMENT LLC
    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 76,927 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,221,644.

    13F-HR 0001104659-24-117939 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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