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Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

HQY holding history

Healthequity, Inc. in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HQY overviewAll 13F holders of HQYFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of HQY by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,620−100.0%Sold outHolders
Q3 20252,620$248.3K0.2%+2,620NewHolders