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WealthPLAN Partners, LLC: HEQT position timeline

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

WealthPLAN Partners, LLC held 150,327 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,327 shares
    Change vs previous 13F -76,842 shares

    0.96% of the 13F portfolio, value $5,041,968.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 227,169 shares
    Change vs previous 13F -77,685 shares

    1.38% of the 13F portfolio, value $7,155,835.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 304,854 shares
    Change vs previous 13F -19,704 shares

    1.46% of the 13F portfolio, value $9,770,569.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 324,558 shares
    Change vs previous 13F +6,000 shares

    1.52% of the 13F portfolio, value $10,138,206.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 318,558 shares
    Change vs previous 13F -216,291 shares

    1.54% of the 13F portfolio, value $9,572,662.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 534,849 shares
    Change vs previous 13F +436 shares

    2.15% of the 13F portfolio, value $15,283,301.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 534,413 shares
    Change vs previous 13F -29,920 shares

    2.23% of the 13F portfolio, value $15,754,509.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 564,333 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $16,297,933.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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