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Moody Aldrich Partners LLC: HQY position timeline

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

Moody Aldrich Partners LLC held 22,590 HQY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,590 shares
    Change vs previous 13F -7,914 shares

    0.37% of the 13F portfolio, value $2,040,329.

    13F-HR 0000936941-26-000005 filed by Moody Aldrich Partners 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 30,504 shares
    Change vs previous 13F -17,474 shares

    0.46% of the 13F portfolio, value $2,549,219.

    13F-HR 0000936941-26-000003 filed by Moody Aldrich Partners 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 47,978 shares
    Change vs previous 13F -11,707 shares

    0.82% of the 13F portfolio, value $4,395,265.

    13F-HR 0000936941-26-000002 filed by Moody Aldrich Partners 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 59,685 shares
    Change vs previous 13F -11,530 shares

    1.07% of the 13F portfolio, value $5,656,347.

    13F-HR 0000936941-25-000013 filed by Moody Aldrich Partners 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 71,215 shares
    Change vs previous 13F +3,335 shares

    1.44% of the 13F portfolio, value $7,460,483.

    13F-HR 0001085146-25-004478 filed by Moody Aldrich Partners 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 67,880 shares
    Change vs previous 13F +21,983 shares

    1.26% of the 13F portfolio, value $5,998,556.

    13F-HR 0001085146-25-002404 filed by Moody Aldrich Partners 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 45,897 shares
    Change vs previous 13F -10,998 shares

    0.82% of the 13F portfolio, value $4,403,817.

    13F-HR 0001085146-25-000418 filed by Moody Aldrich Partners 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 56,895 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,656,856.

    13F-HR 0001085146-24-005046 filed by Moody Aldrich Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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