HB Wealth Management, LLC

Position in HQY — Healthequity, Inc.

CIK 1911253 Atlanta, GA

Position in HQY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$421,884

+$192,568 QoQ

Shares Held

4,671

+70.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HB Wealth Management, LLC holds $2,800,240 across 5 Health Information Services names. HQY ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	9,340	$1,657,569
2	HTFL	Heartflow, Inc.	17,690	$519,024
3	HQY	Healthequity, Inc. This page	4,671	$421,884
4	EVH	Evolent Health, Inc.	35,842	$194,263
5	BEAT	HeartBeam, Inc.	10,000	$7,500

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,884	4,671	+70.2%	Shares	Sole	2026-07-29
2026-03-31	$229,316	2,744	+0.5%	Shares	Sole	2026-04-27
2025-09-30	$258,816	2,731	-4.0%	Shares	Sole	2025-10-23
2025-06-30	$297,937	2,844	-12.4%	Shares	Sole	2025-07-17
2025-03-31	$287,025	3,248	+19.5%	Shares	Sole	2025-05-07
2024-12-31	$260,696	2,717	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.