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Diversify Advisory Services, LLC: HQY position timeline

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

Diversify Advisory Services, LLC held 181,350 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,350 shares
    Change vs previous 13F +90,797 shares

    0.15% of the 13F portfolio, value $17,962,718.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 90,675 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 90,675 shares

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

  2. period ended2026-03-31
    13F 90,553 shares
    Change vs previous 13F +116 shares

    0.13% of the 13F portfolio, value $7,378,258.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH 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 90,437 shares
    Change vs previous 13F -69 shares

    0.36% of the 13F portfolio, value $7,622,030.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH 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 90,506 shares
    Change vs previous 13F -17 shares

    0.5% of the 13F portfolio, value $8,580,874.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH 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 90,523 shares
    Change vs previous 13F +169 shares

    0.52% of the 13F portfolio, value $8,416,829.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH 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 90,354 shares
    Change vs previous 13F -1,968 shares

    0.58% of the 13F portfolio, value $7,808,393.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH 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 92,322 shares
    Change vs previous 13F -95 shares

    0.72% of the 13F portfolio, value $9,261,743.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, 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 92,417 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,096,653.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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