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Disclosery

GDS Wealth Management: HQY position timeline

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

GDS Wealth Management held 137,092 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 137,092 shares
    Change vs previous 13F +11,484 shares

    0.59% of the 13F portfolio, value $12,382,149.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 125,608 shares
    Change vs previous 13F +15,486 shares

    0.63% of the 13F portfolio, value $10,497,061.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 110,122 shares
    Change vs previous 13F +9,153 shares

    0.63% of the 13F portfolio, value $10,088,276.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 100,969 shares
    Change vs previous 13F +13,682 shares

    0.63% of the 13F portfolio, value $9,568,832.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 87,287 shares
    Change vs previous 13F +19,280 shares

    0.67% of the 13F portfolio, value $9,144,186.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 68,007 shares
    Change vs previous 13F +26,876 shares

    0.51% of the 13F portfolio, value $6,009,779.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 41,131 shares
    Change vs previous 13F +12,493 shares

    0.36% of the 13F portfolio, value $3,946,519.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 28,638 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,344,020.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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