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STANSBERRY ASSET MANAGEMENT, LLC: HQY position timeline

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

STANSBERRY ASSET MANAGEMENT, LLC held 7,704 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,704 shares
    Change vs previous 13F -672 shares

    0.06% of the 13F portfolio, value $695,825.

    13F-HR 0000919574-26-005374 filed by STANSBERRY ASSET MANAGEMENT, 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 8,376 shares
    Change vs previous 13F -573 shares

    0.07% of the 13F portfolio, value $699,982.

    13F-HR 0000919574-26-003270 filed by STANSBERRY ASSET MANAGEMENT, 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 8,949 shares
    Change vs previous 13F -781 shares

    0.08% of the 13F portfolio, value $819,818.

    13F-HR 0000919574-26-001146 filed by STANSBERRY ASSET MANAGEMENT, 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 9,730 shares
    Change vs previous 13F +3,693 shares

    0.1% of the 13F portfolio, value $922,112.

    13F-HR 0000919574-25-006877 filed by STANSBERRY ASSET MANAGEMENT, 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 6,037 shares
    Change vs previous 13F -353 shares

    0.07% of the 13F portfolio, value $632,436.

    13F-HR 0000919574-25-004842 filed by STANSBERRY ASSET MANAGEMENT, 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 6,390 shares
    Change vs previous 13F -668 shares

    0.07% of the 13F portfolio, value $564,684.

    13F-HR 0000919574-25-002913 filed by STANSBERRY ASSET MANAGEMENT, 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 7,058 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $677,215.

    13F-HR 0000919574-25-001169 filed by STANSBERRY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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