Diversify Advisory Services, LLC

SEC CIK: 0002021232
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

HQY holding history

Healthequity, Inc. in every 13F filed by Diversify Advisory 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): 90,675
Value: $8.98M
% of portfolio: 0.2%
Quarters held: 2; Since Q1 2024

Holdings of HQY by Diversify Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	90,675	$8.98M	0.2%	+90,675	New	Holders
Q2 2024	0	$0	0.0%	−95,893−100.0%	Sold out	Holders
Q1 2024	95,893	$7.83M	0.5%	–	No prior filing	Holders