Steward Partners Investment Advisory, LLC
Position in HEQT — Simplify Hedged Equity ETF
CIK 1723397
STAMFORD, CT
All Filings in HEQT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEQT | $2,833,488 | 89,952 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 HEQT | $3,160,835 | 98,622 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 HEQT | $4,093,577 | 131,049 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 HEQT | $5,879,492 | 195,657 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 HEQT | $5,296,547 | 185,356 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 HEQT | $5,277,539 | 179,021 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 HEQT | $5,079,385 | 175,879 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 HEQT | $4,833,063 | 174,668 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 HEQT | $3,360,521 | 126,860 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 HEQT | $3,079,825 | 121,925 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 HEQT | $2,396,495 | 98,346 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 HEQT | $1,998,153 | 80,535 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 HEQT | $1,374,722 | 58,177 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 HEQT | $975,227 | 43,209 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 HEQT | $168,486 | 7,393 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||