Position in HQY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,174
+$88 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#467
of 496 holders
Holding Since
Mar 2025
6 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, 2026Bay Harbor Wealth Management, LLC holds $3,817 across 3 Health Information Services names. HQY ranks #2 (30.8% of the industry book) .
All Filings in HQY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174 | 13 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,086 | 13 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $641 | 7 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $379 | 4 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $419 | 4 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $176 | 2 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||