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CAPTRUST FINANCIAL ADVISORS: HQY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 45,312 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 45,312 shares
    Change vs previous 13F +15,025 shares

    0.01% of the 13F portfolio, value $4,092,580.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 30,287 shares
    Change vs previous 13F +2,973 shares

    <0.01% of the 13F portfolio, value $2,531,076.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 27,314 shares
    Change vs previous 13F -3,027 shares

    <0.01% of the 13F portfolio, value $2,502,236.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 30,341 shares
    Change vs previous 13F -1,882 shares

    0.01% of the 13F portfolio, value $2,875,417.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 32,223 shares
    Change vs previous 13F +12,852 shares

    0.01% of the 13F portfolio, value $3,375,681.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 19,371 shares
    Change vs previous 13F -2,588 shares

    <0.01% of the 13F portfolio, value $1,711,815.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 21,959 shares
    Change vs previous 13F +11,871 shares

    0.01% of the 13F portfolio, value $2,106,966.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $825,703.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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