Skip to content
Disclosery

SMITH, MOORE & CO.: HEQT position timeline

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

SMITH, MOORE & CO. held 99,368 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,368 shares
    Change vs previous 13F -371 shares

    0.22% of the 13F portfolio, value $3,332,810.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
    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 99,739 shares
    Change vs previous 13F -6,887 shares

    0.23% of the 13F portfolio, value $3,141,767.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
    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 106,626 shares
    Change vs previous 13F -52,870 shares

    0.26% of the 13F portfolio, value $3,417,360.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
    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 159,496 shares
    Change vs previous 13F -4,452 shares

    0.38% of the 13F portfolio, value $4,982,178.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 163,948 shares
    Change vs previous 13F +11,619 shares

    0.41% of the 13F portfolio, value $4,926,633.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 152,329 shares
    Change vs previous 13F -44,774 shares

    0.4% of the 13F portfolio, value $4,352,806.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    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 197,103 shares
    Change vs previous 13F -3,700 shares

    0.53% of the 13F portfolio, value $5,810,582.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
    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 200,803 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,799,184.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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