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Sound Financial Strategies Group, LLC: HEQT position timeline

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

Sound Financial Strategies Group, LLC held 100,735 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,735 shares
    Change vs previous 13F 0 shares

    2.15% of the 13F portfolio, value $3,378,652.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies 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 100,735 shares
    Change vs previous 13F 0 shares

    2.17% of the 13F portfolio, value $3,173,153.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies 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 100,735 shares
    Change vs previous 13F +20,200 shares

    2.28% of the 13F portfolio, value $3,228,557.

    13F-HR 0001398344-26-001982 filed by Sound Financial Strategies 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 80,535 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,515,672.

    13F-HR 0001398344-25-019658 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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