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Steward Partners Investment Advisory, LLC: HEQT position timeline

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

Steward Partners Investment Advisory, LLC held 86,259 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,259 shares
    Change vs previous 13F -3,693 shares

    0.01% of the 13F portfolio, value $2,893,127.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 89,952 shares
    Change vs previous 13F -8,670 shares

    0.01% of the 13F portfolio, value $2,833,488.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 98,622 shares
    Change vs previous 13F -32,427 shares

    0.02% of the 13F portfolio, value $3,160,835.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 131,049 shares
    Change vs previous 13F -64,608 shares

    0.02% of the 13F portfolio, value $4,093,578.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 195,657 shares
    Change vs previous 13F +10,301 shares

    0.05% of the 13F portfolio, value $5,879,493.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 185,356 shares
    Change vs previous 13F +6,335 shares

    0.05% of the 13F portfolio, value $5,296,548.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 179,021 shares
    Change vs previous 13F +3,142 shares

    0.05% of the 13F portfolio, value $5,277,539.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 175,879 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,079,386.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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