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Disclosery

Gradient Investments LLC: HQY position timeline

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

Gradient Investments LLC held 12,730 HQY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,730 shares
    Change vs previous 13F -5,627 shares

    0.02% of the 13F portfolio, value $1,126,089.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,357 shares
    Change vs previous 13F -414 shares

    0.02% of the 13F portfolio, value $1,658,004.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,771 shares
    Change vs previous 13F -446 shares

    0.02% of the 13F portfolio, value $1,568,692.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,217 shares
    Change vs previous 13F +377 shares

    0.03% of the 13F portfolio, value $1,760,469.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,840 shares
    Change vs previous 13F -852 shares

    0.03% of the 13F portfolio, value $1,785,467.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,692 shares
    Change vs previous 13F -895 shares

    0.04% of the 13F portfolio, value $2,062,934.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,587 shares
    Change vs previous 13F -2,416 shares

    0.04% of the 13F portfolio, value $1,819,273.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,003 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,207,138.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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