Position in HQY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$812
+$478 QoQ
Shares Held
9
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#475
of 496 holders
Holding Since
Mar 2025
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, 2026HFM Investment Advisors, LLC holds $2,926 across 5 Health Information Services names. HQY ranks #3 (27.8% 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 | $812 | 9 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $334 | 4 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $274 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $284 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $314 | 3 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $88 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||