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Disclosery

GM Advisory Group, LLC: HQY position timeline

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

GM Advisory Group, LLC held 75,402 HQY shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 75,402 shares
    Change vs previous 13F +20 shares

    0.24% of the 13F portfolio, value $6,301,345.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 75,382 shares
    Change vs previous 13F -8,375 shares

    0.27% of the 13F portfolio, value $6,905,745.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 83,757 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $7,937,651.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 83,757 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $8,774,383.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 83,757 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $7,401,606.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 83,757 shares
    Change vs previous 13F -5,256 shares

    0.44% of the 13F portfolio, value $8,036,484.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 89,013 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $7,285,714.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 89,013 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,672,921.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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