JFS WEALTH ADVISORS, LLC

Position in HQY — Healthequity, Inc.

CIK 1568068 HERMITAGE, PA

Position in HQY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$6,051

+$703 QoQ

Shares Held

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#445

of 497 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $18,168 across 7 Health Information Services names. HQY ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTSG	BrightSpring Health Services, Inc.	93	$6,485
2	HQY	Healthequity, Inc. This page	67	$6,051
3	VEEV	Veeva Systems Inc	23	$4,081
4	PRVA	Privia Health Group, Inc.	24	$617
5	WAY	Waystar Holding Corp.	28	$574
6	SPOK	Spok Holdings, Inc	19	$194
7	OMCL	Omnicell, Inc.	4	$166

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,051	67	+4.7%	Shares	Sole	2026-07-10
2026-03-31	$5,348	64	+3.2%	Shares	Sole	2026-04-21
2025-12-31	$5,679	62	+37.8%	Shares	Sole	2026-01-14
2025-09-30	$4,264	45	0.0%	Shares	Sole	2025-11-10
2025-06-30	$4,714	45	-2.2%	Shares	Sole	2025-07-24
2025-03-31	$4,065	46	+2.2%	Shares	Sole	2025-04-22
2024-12-31	$4,317	45	0.0%	Shares	Sole	2025-01-31
2024-09-30	$3,683	45	+2.3%	Shares	Sole	2024-10-25
2024-06-30	$3,792	44	0.0%	Shares	Sole	2024-07-15
2024-03-31	$3,591	44	0.0%	Shares	Sole	2024-04-30
2023-12-31	$2,917	44	-2.2%	Shares	Sole	2024-02-07
2023-09-30	$3,287	45	+7.1%	Shares	Sole	2023-11-02
2023-06-30	$2,651	42	0.0%	Shares	Sole	2023-08-07
2023-03-31	$2,465	42	-8.7%	Shares	Sole	2023-04-19
2022-12-31	$2,835	46	-11.5%	Shares	Sole	2023-02-13
2022-09-30	$3,492	52	-18.8%	Shares	Sole	2022-10-21
2022-06-30	$3,928	64	+88.2%	Shares	Sole	2022-08-02
2022-03-31	$2,292	34	+161.5%	Shares	Sole	2022-05-02
2021-12-31	$575	13	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.