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Longview Financial Advisors LLC: HEQT position timeline

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

Longview Financial Advisors LLC held 2,722 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,722 shares
    Change vs previous 13F +301 shares

    0.05% of the 13F portfolio, value $91,296.

    13F-HR 0002076077-26-000003 filed by Longview Financial Advisors 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 2,421 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $76,262.

    13F-HR 0002076077-26-000002 filed by Longview Financial Advisors 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 2,421 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $77,594.

    13F-HR 0002076077-26-000001 filed by Longview Financial Advisors 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 2,446 shares
    Change vs previous 13F -160 shares

    0.04% of the 13F portfolio, value $76,406.

    13F-HR 0002076077-25-000004 filed by Longview Financial Advisors 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 2,606 shares
    Change vs previous 13F -225 shares

    0.05% of the 13F portfolio, value $78,311.

    13F-HR 0002076077-25-000003 filed by Longview Financial Advisors 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 2,831 shares
    Change vs previous 13F -4,631 shares

    0.05% of the 13F portfolio, value $80,896.

    13F-HR 0002076077-25-000002 filed by Longview Financial Advisors 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 7,462 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $219,980.

    13F-HR 0002076077-25-000001 filed by Longview Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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