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ENVESTNET ASSET MANAGEMENT INC: HQY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 175,182 HQY shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 175,182 shares
    Change vs previous 13F +36,314 shares

    <0.01% of the 13F portfolio, value $15,822,395.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 138,868 shares
    Change vs previous 13F +31,107 shares

    <0.01% of the 13F portfolio, value $11,605,159.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET 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 107,761 shares
    Change vs previous 13F -31,172 shares

    <0.01% of the 13F portfolio, value $9,871,939.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET 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 138,933 shares
    Change vs previous 13F +2,674 shares

    <0.01% of the 13F portfolio, value $13,166,680.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET 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 136,259 shares
    Change vs previous 13F +7,602 shares

    <0.01% of the 13F portfolio, value $14,186,809.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET 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 128,657 shares
    Change vs previous 13F +10,412 shares

    <0.01% of the 13F portfolio, value $11,369,419.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 128,657 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 118,245 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,345,608.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 114,739 shares
    • Envestnet Portfolio Solutions, Inc.: 3,506 shares

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