Commonwealth Equity Services, LLC

SEC CIK: 0000312272
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

HQY holding history

Healthequity, Inc. in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HQY overview All 13F holders of HQY Full Q2 2026 holdings

Shares (Q2 2026): 2,259
Value: $204.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of HQY by Commonwealth Equity Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,259	$204.0K	<0.1%	−637−22.0%	Reduced	Holders
Q1 2026	2,896	$242.0K	<0.1%	+2,896	New	Holders
Q4 2025	0	$0	0.0%	−37,741−100.0%	Sold out	Holders
Q3 2025	37,741	$3.58M	<0.1%	+37,741	New	Holders