Skip to content
Disclosery

Cerity Partners LLC: HQY position timeline

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

Cerity Partners LLC held 42,335 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 42,335 shares
    Change vs previous 13F +15,454 shares

    <0.01% of the 13F portfolio, value $3,823,696.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 26,881 shares
    Change vs previous 13F -3,289 shares

    <0.01% of the 13F portfolio, value $2,246,447.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 30,170 shares
    Change vs previous 13F -5,857 shares

    <0.01% of the 13F portfolio, value $2,763,875.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 36,027 shares
    Change vs previous 13F +8,623 shares

    0.01% of the 13F portfolio, value $3,414,279.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 27,404 shares
    Change vs previous 13F +12,381 shares

    0.01% of the 13F portfolio, value $2,870,843.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 15,023 shares
    Change vs previous 13F -1,177 shares

    <0.01% of the 13F portfolio, value $1,327,582.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 16,200 shares
    Change vs previous 13F -1,059 shares

    <0.01% of the 13F portfolio, value $1,532,901.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    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 17,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,412,649.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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