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Disclosery

CWM, LLC: HEQT position timeline

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

CWM, LLC held 629,588 HEQT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 629,588 shares
    Change vs previous 13F +24,303 shares

    0.05% of the 13F portfolio, value $19,832,028.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 605,285 shares
    Change vs previous 13F +19,064 shares

    0.05% of the 13F portfolio, value $19,399,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 586,221 shares
    Change vs previous 13F +10,044 shares

    0.06% of the 13F portfolio, value $18,312,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 576,177 shares
    Change vs previous 13F +35,965 shares

    0.06% of the 13F portfolio, value $17,314,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 540,212 shares
    Change vs previous 13F +32,988 shares

    0.06% of the 13F portfolio, value $15,437,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 507,224 shares
    Change vs previous 13F +36,337 shares

    0.06% of the 13F portfolio, value $14,953,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 470,887 shares
    Change vs previous 13F +99,908 shares

    0.06% of the 13F portfolio, value $13,599,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 370,979 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,265,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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