Position in HQY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$361
-$1,644 QoQ
Shares Held
4
-83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#482
of 496 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Golden State Wealth Management, LLC holds $12,624 across 7 Health Information Services names. HQY ranks #4 (2.9% of the industry book) .
All Filings in HQY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361 | 4 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,005 | 24 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,198 | 24 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,274 | 24 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $419 | 4 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $353 | 4 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $383 | 4 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||