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Disclosery

LPL Financial LLC: HEQT position timeline

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

LPL Financial LLC held 454,076 HEQT 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 454,076 shares
    Change vs previous 13F -108,525 shares

    <0.01% of the 13F portfolio, value $15,229,718.

    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 562,601 shares
    Change vs previous 13F +103,290 shares

    <0.01% of the 13F portfolio, value $17,721,918.

    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 459,311 shares
    Change vs previous 13F +53,482 shares

    <0.01% of the 13F portfolio, value $14,720,926.

    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 405,829 shares
    Change vs previous 13F -222,395 shares

    <0.01% of the 13F portfolio, value $12,676,867.

    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 628,224 shares
    Change vs previous 13F -577,044 shares

    0.01% of the 13F portfolio, value $18,878,120.

    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 1,205,268 shares
    Change vs previous 13F +118,651 shares

    0.01% of the 13F portfolio, value $34,440,537.

    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 1,086,617 shares
    Change vs previous 13F +719,048 shares

    0.01% of the 13F portfolio, value $32,033,471.

    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 367,569 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,615,394.

    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).