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Disclosery

Oxbow Advisors, LLC: HQY position timeline

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

Oxbow Advisors, LLC held 37,990 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 37,990 shares
    Change vs previous 13F +337 shares

    0.28% of the 13F portfolio, value $3,431,257.

    13F-HR 0002085853-26-000957 filed by Oxbow Advisors, 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 37,653 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,146,661.

    13F-HR 0002085853-26-000513 filed by Oxbow Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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