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Disclosery

Rosenbaum Jay D.: HQY position timeline

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

Rosenbaum Jay D. held 0 HQY shares at 2024-09-30 per its 13F-HR filed 2024-11-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -3,336 shares

    13F-HR 0001622820-24-000005 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 3,336 shares
    Change vs previous 13F +720 shares

    1.63% of the 13F portfolio, value $287,563.

    13F-HR 0001622820-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 2,616 shares
    Change vs previous 13F +2,616 shares

    1.21% of the 13F portfolio, value $213,544.

    13F-HR 0001622820-24-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -3,000 shares

    13F-HR 0001324022-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2023-09-30
    13F 3,000 shares
    Change vs previous 13F +3,000 shares

    0.37% of the 13F portfolio, value $219,150.

    13F-HR 0001324022-23-000007 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001622820-23-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.