Position in HQY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$903
+$68 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#474
of 496 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $3,841 across 5 Health Information Services names. HQY ranks #2 (23.5% of the industry book) .
All Filings in HQY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903 | 10 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $835 | 10 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $916 | 10 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $947 | 10 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,047 | 10 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $883 | 10 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $959 | 10 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $818 | 10 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $862 | 10 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $816 | 10 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $663 | 10 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $730 | 10 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $631 | 10 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $587 | 10 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $616 | 10 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $671 | 10 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||