TD PRIVATE CLIENT WEALTH LLC

Position in HQY — Healthequity, Inc.

CIK 1551017 NEW YORK, NY

Position in HQY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$361

+$27 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#483

of 496 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $383,802 across 7 Health Information Services names. HQY ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	2,136	$379,075
2	TXG	10x Genomics, Inc.	47	$1,801
3	LFMD	LifeMD, Inc.	264	$1,090
4	SLP	Simulations Plus, Inc.	42	$769
5	SPOK	Spok Holdings, Inc	39	$399
6	HQY	Healthequity, Inc. This page	4	$361
7	WAY	Waystar Holding Corp.	15	$307

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361	4	0.0%	Shares	Defined	2026-08-04
2026-03-31	$334	4	-75.0%	Shares	Defined	2026-04-27
2025-03-31	$1,413	16	—	Shares	Defined	2025-04-29
No filing history on record for this holder in this stock.