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Disclosery

PFG Advisors: HEQT position timeline

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

PFG Advisors held 0 HEQT shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -22,278 shares

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 22,278 shares
    Change vs previous 13F -1,956 shares

    0.03% of the 13F portfolio, value $714,010.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 24,234 shares
    Change vs previous 13F +2,514 shares

    0.03% of the 13F portfolio, value $756,998.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 21,720 shares
    Change vs previous 13F -1,989 shares

    0.03% of the 13F portfolio, value $652,686.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 23,709 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $677,485.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 23,934 shares
    Change vs previous 13F -811 shares

    0.04% of the 13F portfolio, value $705,574.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,745 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $714,636.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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