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Disclosery

LPL Financial LLC: HEQ position timeline

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

LPL Financial LLC held 40,936 HEQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,936 shares
    Change vs previous 13F -1,947 shares

    <0.01% of the 13F portfolio, value $469,940.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 42,883 shares
    Change vs previous 13F -1,100 shares

    <0.01% of the 13F portfolio, value $465,713.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 43,983 shares
    Change vs previous 13F +11,284 shares

    <0.01% of the 13F portfolio, value $472,821.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 32,699 shares
    Change vs previous 13F +6,722 shares

    <0.01% of the 13F portfolio, value $348,245.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 25,977 shares
    Change vs previous 13F -3,387 shares

    <0.01% of the 13F portfolio, value $274,841.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 29,364 shares
    Change vs previous 13F -3,123 shares

    <0.01% of the 13F portfolio, value $305,386.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 32,487 shares
    Change vs previous 13F -1,679 shares

    <0.01% of the 13F portfolio, value $331,688.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 34,166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,806.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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