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Disclosery

Aureus Asset Management, LLC: HQY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aureus Asset Management, LLC on HQY, newest first. How the timeline and the estimate are built.

Aureus Asset Management, LLC held 31,670 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,670 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,860,434.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, LLC
    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 31,670 shares
    Change vs previous 13F -187,994 shares

    0.18% of the 13F portfolio, value $2,646,662.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
    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 219,664 shares
    Change vs previous 13F -72,039 shares

    1.28% of the 13F portfolio, value $20,123,419.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, LLC
    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 291,703 shares
    Change vs previous 13F -5,756 shares

    1.8% of the 13F portfolio, value $27,644,693.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, LLC
    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 297,459 shares
    Change vs previous 13F -59,627 shares

    1.99% of the 13F portfolio, value $31,161,805.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, LLC
    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 357,086 shares
    Change vs previous 13F +33,478 shares

    2.21% of the 13F portfolio, value $31,555,690.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, LLC
    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 323,608 shares
    Change vs previous 13F -99,474 shares

    2.01% of the 13F portfolio, value $31,050,188.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    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 423,082 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $34,629,262.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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