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Disclosery

BTC Capital Management, Inc.: HQY position timeline

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

BTC Capital Management, Inc. held 6,951 HQY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,951 shares
    Change vs previous 13F +44 shares

    0.04% of the 13F portfolio, value $638,742.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, 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 6,907 shares
    Change vs previous 13F +1,789 shares

    0.04% of the 13F portfolio, value $577,216.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, 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 5,118 shares
    Change vs previous 13F -34 shares

    0.03% of the 13F portfolio, value $469,412.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, 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 5,152 shares
    Change vs previous 13F +506 shares

    0.03% of the 13F portfolio, value $488,258.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, 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 4,646 shares
    Change vs previous 13F -947 shares

    0.04% of the 13F portfolio, value $485,560.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, 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 5,593 shares
    Change vs previous 13F -957 shares

    0.05% of the 13F portfolio, value $494,254.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    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 6,550 shares
    Change vs previous 13F -695 shares

    0.06% of the 13F portfolio, value $628,477.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    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 7,245 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $593,008.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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