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Disclosery

Baird Financial Group, Inc.: HQY position timeline

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

Baird Financial Group, Inc. held 26,198 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,198 shares
    Change vs previous 13F -1,371 shares

    <0.01% of the 13F portfolio, value $2,366,203.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, Inc.
    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 27,569 shares
    Change vs previous 13F -10,662 shares

    <0.01% of the 13F portfolio, value $2,303,942.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, Inc.
    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 38,231 shares
    Change vs previous 13F -2,942 shares

    0.01% of the 13F portfolio, value $3,502,342.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, Inc.
    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 41,173 shares
    Change vs previous 13F -4,071 shares

    0.01% of the 13F portfolio, value $3,901,965.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, Inc.
    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 45,244 shares
    Change vs previous 13F +35,646 shares

    0.01% of the 13F portfolio, value $4,739,761.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
    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 9,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $848,175.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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