Position in HQY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$15,444
+$1,154 QoQ
Shares Held
171
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#432
of 496 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Asset Dedication, LLC holds $15,929 across 3 Health Information Services names. HQY ranks #1 (97.0% of the industry book) .
All Filings in HQY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,444 | 171 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $14,290 | 171 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $15,665 | 171 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,205 | 171 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $17,913 | 171 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $15,111 | 171 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,230 | 190 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $15,551 | 190 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $16,378 | 190 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1 | 9 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1 | 9 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1 | 9 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1 | 9 | Shares | Sole | 2023-08-22 | |
| No filing history on record for this holder in this stock. | ||||||