High Note Wealth, LLC

Position in HQY — Healthequity, Inc.

CIK 1807283 DEEPHAVEN, MN

Position in HQY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,703

+$1,781 QoQ

Shares Held

+78.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#455

of 496 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

High Note Wealth, LLC holds $12,736 across 5 Health Information Services names. HQY ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSTM	Healthstream Inc	143	$3,896
2	HQY	Healthequity, Inc. This page	41	$3,703
3	PRVA	Privia Health Group, Inc.	73	$1,878
4	WAY	Waystar Holding Corp.	81	$1,662
5	VEEV	Veeva Systems Inc	9	$1,597

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,703	41	+78.3%	Shares	Sole	2026-07-23
2026-03-31	$1,922	23	-48.9%	Shares	Sole	2026-05-11
2025-12-31	$4,122	45	-2.2%	Shares	Sole	2026-02-05
2025-09-30	$4,359	46	-2.1%	Shares	Sole	2025-11-04
2025-06-30	$4,923	47	0.0%	Shares	Sole	2025-07-23
2025-03-31	$4,153	47	0.0%	Shares	Sole	2025-05-01
2024-12-31	$4,509	47	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.