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Disclosery

Ethic Inc.: HQY position timeline

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

Ethic Inc. held 3,409 HQY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,409 shares
    Change vs previous 13F +930 shares

    <0.01% of the 13F portfolio, value $307,946.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 2,479 shares
    Change vs previous 13F -1,388 shares

    <0.01% of the 13F portfolio, value $207,170.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 3,867 shares
    Change vs previous 13F +109 shares

    0.01% of the 13F portfolio, value $354,256.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 3,758 shares
    Change vs previous 13F -3,112 shares

    0.01% of the 13F portfolio, value $356,146.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 6,870 shares
    Change vs previous 13F +1,826 shares

    0.01% of the 13F portfolio, value $720,526.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 5,044 shares
    Change vs previous 13F +1,490 shares

    0.01% of the 13F portfolio, value $439,080.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 3,554 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $341,006.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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