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Disclosery

Sowell Financial Services LLC: HEQT position timeline

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

Sowell Financial Services LLC held 94,577 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,577 shares
    Change vs previous 13F -11,773 shares

    0.1% of the 13F portfolio, value $3,172,102.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 106,350 shares
    Change vs previous 13F +16,181 shares

    0.12% of the 13F portfolio, value $3,350,012.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 90,169 shares
    Change vs previous 13F +2,038 shares

    0.11% of the 13F portfolio, value $2,889,931.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 88,131 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,752,940.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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