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BEACON INVESTMENT ADVISORS LLC: HQY position timeline

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

BEACON INVESTMENT ADVISORS LLC held 71,799 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 71,799 shares
    Change vs previous 13F +23,408 shares

    2.04% of the 13F portfolio, value $6,484,886.

    13F-HR 0001172661-26-003353 filed by BEACON INVESTMENT ADVISORS 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 48,391 shares
    Change vs previous 13F +16,865 shares

    1.53% of the 13F portfolio, value $4,044,036.

    13F-HR 0001172661-26-001953 filed by BEACON INVESTMENT ADVISORS 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 31,526 shares
    Change vs previous 13F +4,160 shares

    1.16% of the 13F portfolio, value $2,888,097.

    13F-HR 0001172661-26-000820 filed by BEACON INVESTMENT ADVISORS 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 27,366 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,593,476.

    13F-HR 0001172661-25-004994 filed by BEACON INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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