Position in HQY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,174
+$172 QoQ
Shares Held
13
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#468
of 496 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $3,443 across 4 Health Information Services names. HQY ranks #2 (34.1% of the industry book) .
All Filings in HQY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174 | 13 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,002 | 12 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,190 | 13 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,232 | 13 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,361 | 13 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,148 | 13 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,247 | 13 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,064 | 13 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,120 | 13 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $897 | 11 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $729 | 11 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||