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Disclosery

LPL Financial LLC: HQY position timeline

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

LPL Financial LLC held 21,918 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 21,918 shares
    Change vs previous 13F -98,155 shares

    <0.01% of the 13F portfolio, value $1,979,611.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 120,073 shares
    Change vs previous 13F -23,775 shares

    <0.01% of the 13F portfolio, value $10,034,480.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 143,848 shares
    Change vs previous 13F -1,477 shares

    <0.01% of the 13F portfolio, value $13,177,892.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 145,325 shares
    Change vs previous 13F +105,923 shares

    <0.01% of the 13F portfolio, value $13,772,426.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 39,402 shares
    Change vs previous 13F -2,582 shares

    <0.01% of the 13F portfolio, value $4,127,727.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 41,984 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $3,530,343.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 42,256 shares
    Change vs previous 13F +4,451 shares

    <0.01% of the 13F portfolio, value $4,211,297.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 37,805 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,094,319.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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