WealthPlan Investment Management, LLC
Position in HEQT — Simplify Hedged Equity ETF
CIK 1929986
OMAHA, NE
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 | $11,715,354 | 371,916 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 HEQT | $17,896,495 | 558,393 | Shares | Other | 2026-02-05 | |
| 2025-09-30 HEQT | $20,426,717 | 653,927 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 HEQT | $19,788,826 | 658,530 | Shares | Other | 2025-07-28 | |
| 2025-03-31 HEQT | $13,221,937 | 462,710 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 HEQT | $17,685,553 | 599,917 | Shares | Other | 2025-01-30 | |
| 2024-09-30 HEQT | $10,501,085 | 363,611 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 HEQT | $9,949,080 | 359,562 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 HEQT | $9,643,658 | 364,049 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 HEQT | $8,970,710 | 355,135 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 HEQT | $8,560,307 | 351,293 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 HEQT | $6,286,511 | 253,376 | Shares | Other | 2023-08-14 | |
| 2023-03-31 HEQT | $8,644,397 | 365,823 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 HEQT | $21,719,764 | 962,329 | Shares | Other | 2023-02-15 | |
| 2022-09-30 HEQT | $21,912,447 | 961,494 | Shares | Other | 2022-12-12 | |
| No filing history on record for this holder in this stock. | ||||||