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Kestra Advisory Services, LLC: HEQ position timeline

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

Kestra Advisory Services, LLC held 44,860 HEQ 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 44,860 shares
    Change vs previous 13F +6,397 shares

    <0.01% of the 13F portfolio, value $514,989.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory 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 38,463 shares
    Change vs previous 13F -5,924 shares

    <0.01% of the 13F portfolio, value $417,713.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory 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 44,387 shares
    Change vs previous 13F +2,275 shares

    <0.01% of the 13F portfolio, value $477,163.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory 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 42,112 shares
    Change vs previous 13F -2,338 shares

    <0.01% of the 13F portfolio, value $448,489.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 44,450 shares
    Change vs previous 13F -2,050 shares

    <0.01% of the 13F portfolio, value $470,278.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 46,500 shares
    Change vs previous 13F -764 shares

    <0.01% of the 13F portfolio, value $483,600.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 47,264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $482,565.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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