CIBC Private Wealth Group, LLC
Holdings in HQY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $25,350,594 | 276,723 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $20,224,486 | 213,406 | Shares | Defined | 2025-11-24 |
| 2025-06-30 | $118,070,177 | 1,127,054 | Shares | Defined | 2025-08-12 |
| 2025-03-31 | $86,453,607 | 978,314 | Shares | Defined | 2025-05-14 |
| 2024-12-31 | $6,126,695 | 63,853 | Shares | Defined | 2025-02-12 |
| 2024-09-30 | $5,207,460 | 63,622 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $5,685,062 | 65,952 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $5,792,791 | 70,964 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $4,901,559 | 73,930 | Shares | Defined | 2024-02-13 |
| 2023-09-30 | $5,400,586 | 73,930 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $7,004,120 | 110,930 | Shares | Defined | 2023-11-21 |
| 2023-03-31 | $6,648,320 | 113,240 | Shares | Defined | 2023-11-21 |
| 2022-12-31 | $7,034,973 | 114,130 | Shares | Defined | 2023-06-01 |
| 2022-09-30 | $7,719,848 | 114,930 | Shares | Defined | 2022-11-15 |
| 2022-06-30 | $7,056,841 | 114,951 | Shares | Defined | 2022-08-03 |
| 2022-03-31 | $8,701,783 | 129,030 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $5,885,247 | 133,030 | Shares | Defined | 2022-04-04 |
| 2021-09-30 | $8,753,738 | 135,172 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $12,455,567 | 154,766 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $11,128,268 | 163,651 | Shares | Defined | 2021-05-12 |
| 2020-12-31 | $8,871,294 | 127,260 | Shares | Defined | 2021-02-12 |
| 2020-06-30 | $7,411,781 | 126,330 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $6,057,039 | 119,728 | Shares | Defined | 2020-05-15 |