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Private Advisor Group, LLC: HEQT position timeline

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

Private Advisor Group, LLC held 698,185 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 698,185 shares
    Change vs previous 13F +160,958 shares

    0.11% of the 13F portfolio, value $23,417,138.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 537,227 shares
    Change vs previous 13F -583,330 shares

    0.08% of the 13F portfolio, value $16,922,800.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 1,120,557 shares
    Change vs previous 13F +922,843 shares

    0.17% of the 13F portfolio, value $35,913,881.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 197,714 shares
    Change vs previous 13F -60,800 shares

    0.03% of the 13F portfolio, value $6,175,990.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 258,514 shares
    Change vs previous 13F -561,369 shares

    0.04% of the 13F portfolio, value $7,768,358.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 819,883 shares
    Change vs previous 13F +123,200 shares

    0.14% of the 13F portfolio, value $23,428,171.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 696,683 shares
    Change vs previous 13F -187,689 shares

    0.12% of the 13F portfolio, value $20,538,215.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 884,372 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $25,540,672.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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