HIGHLINE WEALTH PARTNERS LLC
Position in HEQ — John Hancock Diversified Income Fund
CIK 2042654
SHERMAN OAKS, CA
Position in HEQ
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$2,356
-$1,265 QoQ
Shares Held
217
-36.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 33 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HEQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HIGHLINE WEALTH PARTNERS LLC holds $3,024,382 across 242 Asset Management names. HEQ ranks #213 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,834 | $1,763,776 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
3,140 | $76,584 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
1,162 | $41,181 | |
| 4 | PFL |
Pimco Income Strategy Fund
|
4,250 | $34,000 | |
| 5 | PFN |
PIMCO Income Strategy Fund II
|
3,730 | $25,699 | |
| 6 | NQP |
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND
|
2,000 | $23,860 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
2,000 | $20,760 | |
| 8 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
2,000 | $20,420 |
All Filings in HEQ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,356 | 217 | Shares | Sole | 2026-04-06 | |
| 2025-09-30 | $3,621 | 340 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||