COMMONWEALTH EQUITY SERVICES, LLC
Holdings in HEQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,617,219 | 150,439 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,658,045 | 155,685 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,640,259 | 155,034 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,596,784 | 153,537 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,571,441 | 153,912 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,482,321 | 135,125 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $1,443,887 | 138,969 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,433,049 | 136,611 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,358,187 | 135,143 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $1,303,701 | 136,228 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $1,486,863 | 137,928 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,623,629 | 139,607 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,584,872 | 137,815 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,612,093 | 136,850 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,631,416 | 138,608 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,780,821 | 136,881 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,692,392 | 130,184 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $1,536,960 | 122,467 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $1,519,680 | 114,520 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $1,286,578 | 106,770 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $1,162,075 | 101,580 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $976,124 | 92,436 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $912,170 | 81,154 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $736,264 | 72,467 | Shares | Sole | 2020-05-11 |