Position in HQY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$993
+$74 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 496 holders
Holding Since
Dec 2024
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, 2026TFC Financial Management, Inc. holds $1,640,901 across 5 Health Information Services names. HQY ranks #4 (0.1% 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 | $993 | 11 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $919 | 11 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $473 | 5 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $523 | 5 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $441 | 5 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $479 | 5 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||