HB Wealth Management, LLC

Position in HQY — Healthequity, Inc.

CIK 1911253 Atlanta, GA

Position in HQY

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$229,316

-$29,500 QoQ

Shares Held

2,744

+0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

HB Wealth Management, LLC holds $3,154,113 across 5 Health Information Services names. HQY ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	12,653	$2,222,625
2	HTFL	Heartflow, Inc.	25,214	$613,456
3	HQY	Healthequity, Inc. This page	2,744	$229,316
4	EVH	Evolent Health, Inc.	33,560	$76,516
5	BEAT	HeartBeam, Inc.	10,000	$12,200

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.