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Disclosery

ADVISORY RESEARCH INC: HQY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on HQY, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 35,026 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,026 shares
    Change vs previous 13F -1,783 shares

    0.32% of the 13F portfolio, value $3,163,548.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,809 shares
    Change vs previous 13F +15,740 shares

    0.38% of the 13F portfolio, value $3,076,128.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,069 shares
    Change vs previous 13F -1,223 shares

    0.24% of the 13F portfolio, value $1,930,131.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,292 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,112,613.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,292 shares
    Change vs previous 13F -6,776 shares

    0.36% of the 13F portfolio, value $2,335,310.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,068 shares
    Change vs previous 13F -17 shares

    0.45% of the 13F portfolio, value $2,568,740.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,085 shares
    Change vs previous 13F +30 shares

    0.46% of the 13F portfolio, value $2,790,706.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,055 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,378,151.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).