Lionsbridge Wealth Management LLC
Position in HEQT — Simplify Hedged Equity ETF
CIK 1800533
JACKSONVILLE BEACH, FL
All Filings in HEQT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 HEQT | $691,720 | 23,019 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 HEQT | $4,702,644 | 164,572 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 HEQT | $5,179,960 | 175,711 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 HEQT | $3,605,090 | 124,830 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 HEQT | $2,660,138 | 96,138 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 HEQT | $2,467,728 | 93,157 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 HEQT | $2,355,570 | 93,253 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 HEQT | $737,741 | 30,275 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 HEQT | $755,073 | 30,433 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 HEQT | $800,891 | 33,893 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 HEQT | $722,285 | 32,002 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||