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Coyle Financial Counsel LLC: HQY position timeline

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

Coyle Financial Counsel LLC held 14,260 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,260 shares
    Change vs previous 13F +3,534 shares

    0.24% of the 13F portfolio, value $1,287,963.

    13F-HR 0001104659-26-092442 filed by Coyle Financial Counsel 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 10,726 shares
    Change vs previous 13F -2,069 shares

    0.19% of the 13F portfolio, value $896,372.

    13F-HR 0001104659-26-059200 filed by Coyle Financial Counsel 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 12,795 shares
    Change vs previous 13F -2,638 shares

    0.25% of the 13F portfolio, value $1,172,150.

    13F-HR 0001104659-26-012393 filed by Coyle Financial Counsel 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 15,433 shares
    Change vs previous 13F +7,620 shares

    0.34% of the 13F portfolio, value $1,462,585.

    13F-HR 0001104659-25-108808 filed by Coyle Financial Counsel 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 7,813 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $818,490.

    13F-HR 0001104659-25-078429 filed by Coyle Financial Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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