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Elk River Wealth Management LLC: HQY position timeline

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

Elk River Wealth Management LLC held 57,389 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,389 shares
    Change vs previous 13F -5,221 shares

    0.83% of the 13F portfolio, value $5,183,374.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth 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 62,610 shares
    Change vs previous 13F -1,479 shares

    0.87% of the 13F portfolio, value $5,232,335.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth 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 64,089 shares
    Change vs previous 13F -385 shares

    0.94% of the 13F portfolio, value $5,864,597.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth 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 64,474 shares
    Change vs previous 13F -485 shares

    0.98% of the 13F portfolio, value $6,110,201.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth 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 64,959 shares
    Change vs previous 13F -822 shares

    1.17% of the 13F portfolio, value $6,805,105.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth 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 65,781 shares
    Change vs previous 13F +96 shares

    1.09% of the 13F portfolio, value $5,813,067.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth 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 65,685 shares
    Change vs previous 13F -496 shares

    1.14% of the 13F portfolio, value $6,302,476.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth 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 66,181 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $5,416,915.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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