Public record / Tickers / HIMS

HIMS — Hims & Hers Health, Inc.

Both disclosure regimes on one name: who in Congress filed about HIMS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
1
all PTR rows naming HIMS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
416
top-416 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Purchase · traded 2025-08-04 → filed 2025-09-12. Ranked over every HIMS row by the provable lower bound, never a point estimate.

No member disclosed HIMS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HIMS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HIMS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in HIMS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed HIMS in the trailing 12 months.

Congress ↔ notable managers · HIMS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $863K held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HIMS & HERS HEALTH INC

Merged timeline of congressional filings and notable-manager moves on HIMS
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+35,100 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HIMS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$547M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$211M1
3VANGUARD CAPITAL MANAGEMENT LLC$194M1
4MORGAN STANLEY$185M1
5STATE STREET CORP$155M1
6GEODE CAPITAL MANAGEMENT, LLC$108M1
7BANK OF AMERICA CORP /DE/$90.5M1
8UBS Group AG$86.2M1
9NORTHERN TRUST CORP$50.6M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$49.0M1
11RENAISSANCE TECHNOLOGIES LLC$44.0M1
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$33.9M1
13VANGUARD FIDUCIARY TRUST CO$30.1M1
14NATIONAL BANK OF CANADA /FI/$29.5M1
15FULLER & THALER ASSET MANAGEMENT, INC.$29.5M1
16Marex Group Ltd$27.8M1
17Clear Street Group Inc.$27.2M1
18PRINCIPAL FINANCIAL GROUP INC$26.6M1
19BANK OF MONTREAL /CAN/$22.8M1
20CANTOR FITZGERALD, L. P.$22.6M1
21WELLINGTON MANAGEMENT GROUP LLP$20.2M1
22ALLIANCEBERNSTEIN L.P.$16.3M1
23Foresite Capital Management V, LLC$15.3M1
24Casdin Capital, LLC$14.5M1
25CITADEL ADVISORS LLC$14.4M1
26Nuveen, LLC$14.1M1
27CITIGROUP INC$13.8M1
28SCHRODER INVESTMENT MANAGEMENT GROUP$13.8M1
29DIMENSIONAL FUND ADVISORS LP$13.7M1
30WELLS FARGO & COMPANY/MN$13.5M1
31D. E. Shaw & Co., Inc.$12.3M1
32Holocene Advisors, LP$12.1M1
33Summit Trail Advisors, LLC$12.1M1
34TORONTO DOMINION BANK$11.7M1
35Greenfield Seitz Capital Management, LLC$10.9M1
36IMC-Chicago, LLC$10.6M1
37Southpoint Capital Advisors LP$10.4M1
38Divisadero Street Capital Management, LP$9.8M1
39RAYMOND JAMES FINANCIAL INC$9.6M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.2M1
41Invesco Ltd.$8.9M1
42Swiss National Bank$8.1M1
43Philosophy Capital Management LLC$7.3M1
44Walleye Capital LLC$6.8M1
45COMMONWEALTH EQUITY SERVICES, LLC$6.2M1
46Legal & General Group Plc$5.9M1
47FIRST TRUST ADVISORS LP$5.6M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$5.5M1
49FirstWave Capital Management LLC$5.4M1
50Retirement Systems of Alabama$5.3M1
51JANE STREET GROUP, LLC$5.0M1
52Freestone Grove Partners LP$4.8M1
53CI INVESTMENTS INC.$4.7M1
54LPL Financial LLC$4.7M1
55Metavasi Capital LP$4.6M1
56HOHIMER WEALTH MANAGEMENT, LLC$4.6M1
57Thrive Capital Management, LLC$4.5M1
58LAKE STREET PRIVATE WEALTH, LLC$4.3M1
59MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.0M1
60Creek Drive Management Group LLC$3.9M1
61DEUTSCHE BANK AG\$3.9M1
62VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
63ROYAL BANK OF CANADA$3.6M1
64WINTON GROUP Ltd$3.5M1
65MILLENNIUM MANAGEMENT LLC$3.5M1
66Allianz Asset Management GmbH$3.5M1
67Voleon Capital Management LP$3.4M1
68DnB Asset Management AS$3.4M1
69Vontobel Holding Ltd.$3.4M1
70DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$3.3M1
71INTERCAPITAL, LLC$3.3M1
72Woodline Partners LP$3.2M1
73Hudson Bay Capital Management LP$3.1M1
74MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.0M1
75Creative Planning$3.0M1
76State of New Jersey Common Pension Fund D$3.0M1
77Avidity Partners Management LP$2.9M1
78HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$2.9M1
79GILDER GAGNON HOWE & CO LLC$2.7M1
80FRANKLIN RESOURCES INC$2.6M1
81STATE OF WISCONSIN INVESTMENT BOARD$2.5M1
82OSAIC HOLDINGS, INC.$2.4M1
83Proem Advisors LLC$2.3M1
84Elequin Capital, LP$2.3M1
85LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.3M1
86Sanctuary Advisors, LLC$2.2M1
87BLKBRD Asset Management, LP$2.1M1
88FMR LLC$1.9M1
89Man Group plc$1.9M1
90MML INVESTORS SERVICES, LLC$1.9M1
91CIBC WORLD MARKET INC.$1.8M1
92Eddie Patel Inc$1.8M1
93Vanguard Global Advisers, LLC$1.8M1
94Cetera Investment Advisers$1.8M1
95Janus Henderson Group Ltd.$1.7M1
96HSBC HOLDINGS PLC$1.7M1
97FIFTH THIRD BANCORP$1.7M1
98MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M1
99Intellectus Partners, LLC$1.6M1
100Mitsubishi UFJ Asset Management Co., Ltd.$1.5M1
101Illinois Municipal Retirement Fund$1.5M1
102Pathstone Holdings, LLC$1.4M1
103Jasper Ridge Partners, L.P.$1.4M1
104AQR CAPITAL MANAGEMENT LLC$1.4M1
105NEW YORK STATE COMMON RETIREMENT FUND$1.3M1
106VOYA INVESTMENT MANAGEMENT LLC$1.3M1
107GUGGENHEIM CAPITAL LLC$1.3M1
108NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3M1
109Fortis Group Advisors, LLC$1.2M1
110National Philanthropic Trust$1.2M1
111Arizona State Retirement System$1.1M1
112INTECH INVESTMENT MANAGEMENT LLC$1.1M1
113New Age Alpha Advisors, LLC$1.1M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
115Legacy Advisors, LLC$1.1M1
116Zurcher Kantonalbank (Zurich Cantonalbank)$1.1M1
117CREDIT AGRICOLE S A$1.1M1
118Vanguard Investments Australia, Ltd.$1.0M1
119Scientech Research LLC$1000K1
120NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$969K1
121MERCER GLOBAL ADVISORS INC /ADV$946K1
122KLP KAPITALFORVALTNING AS$903K1
123Nicholas Wealth, LLC.$898K1
124STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$894K1
125OREGON PUBLIC EMPLOYEES RETIREMENT FUND$886K1
126Private Advisor Group, LLC$885K1
127Bridgewater Associates, LP$863K1
128OCCUDO QUANTITATIVE STRATEGIES LP$854K1
129Kurv Investment Management LLC$846K1
130Privium Fund Management B.V.$830K1
131NLB Skladi, upravljanje premozenja, d.o.o.$830K1
132Genesee Capital Advisors, LLC$813K1
133Capital Asset Advisory Services LLC$807K1
134ProShare Advisors LLC$802K1
135WealthPlan Investment Management, LLC$798K1
136NewEdge Advisors, LLC$792K1
137GROUP ONE TRADING LLC$782K1
138CSS LLC/IL$781K1
139PRUDENTIAL FINANCIAL INC$756K1
140Impact Investors, Inc$753K1
141OP Asset Management Ltd$749K1
142CAPSTONE INVESTMENT ADVISORS, LLC$747K1
143HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$746K1
144NEW YORK LIFE INVESTMENT MANAGEMENT LLC$727K1
145Fieldview Capital Management, LLC$716K1
146Universal- Beteiligungs- und Servicegesellschaft mbH$714K1
147MOKAN Wealth Management Inc.$693K1
148AMERICAN CENTURY COMPANIES INC$692K1
149SEI INVESTMENTS CO$689K1
150Kilter Group LLC$648K1
151Pictet Asset Management Holding SA$644K1
152OAK RIDGE INVESTMENTS LLC$626K1
153XPONANCE LLC$610K1
154Weiss Asset Management LP$595K1
155US BANCORP \DE\$591K1
156Strong Tower Advisory Services$585K1
157Wealthfront Advisers LLC$573K1
158Whalen Wealth Management Inc.$570K1
159IEQ CAPITAL, LLC$564K1
160Squarepoint Ops LLC$559K1
161Sigma Planning Corp$540K1
162Tradition Wealth Management, LLC$530K1
163NINE MASTS CAPITAL Ltd$519K1
164Vanguard Personalized Indexing Management, LLC$493K1
165Federation des caisses Desjardins du Quebec$475K1
166WINNACLE WEALTH LLC$471K1
167FIRST CITIZENS BANK & TRUST CO$468K1
168Oakmont Advisory Group, LLC$460K1
169Envestnet Portfolio Solutions, Inc.$459K1
170Quantinno Capital Management LP$458K1
171CIBC Bancorp USA Inc.$456K1
172Kestra Advisory Services, LLC$451K1
173BLAIR WILLIAM & CO/IL$447K1
174IHT Wealth Management, LLC$438K1
175Rockefeller Capital Management L.P.$437K1
176Bayesian Capital Management, LP$434K1
177Amundi$423K1
178Vise Technologies, Inc.$421K1
179BAM Wealth Management, LLC$414K1
180D.A. DAVIDSON & CO.$407K1
181Cinctive Capital Management LP$399K1
182OMERS ADMINISTRATION Corp$399K1
183M&T BANK CORP$385K1
184Brevan Howard Capital Management LP$378K1
185SPIREPOINT PRIVATE CLIENT, LLC$374K1
186Callan Family Office, LLC$374K1
187TD ASSET MANAGEMENT INC$370K1
188All Terrain Financial Advisors, LLC$370K1
189Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$354K1
190Corient Private Wealth LLC$350K1
191FOX RUN MANAGEMENT, L.L.C.$349K1
192Concurrent Investment Advisors, LLC$349K1
193Tower Research Capital LLC (TRC)$347K1
194FEDERATED HERMES, INC.$347K1
195BIP Wealth, LLC$338K1
196Jain Global LLC$338K1
197Heritage Wealth Management, Inc. /CA/$334K1
198Allspring Global Investments Holdings, LLC$332K1
199Ameritas Advisory Services, LLC$330K1
200Graetz Wealth LLC$330K1
201SummitTX Capital, L.P.$328K1
202SECURIAN ASSET MANAGEMENT, INC$319K1
203XTX Topco Ltd$310K1
204NOMURA HOLDINGS INC$304K1
205W.G. Shaheen & Associates DBA Whitney & Co$300K1
206Brooklyn Investment Group$299K1
207Goldstone Financial Group, LLC$296K1
208HighTower Advisors, LLC$292K1
209Diligent Investors, LLC$292K1
210LIFE LINE WEALTH MANAGEMENT LLC$291K1
211Abel Hall, LLC$290K1
212STIFEL FINANCIAL CORP$279K1
213ENVESTNET ASSET MANAGEMENT INC$274K1
214Rakuten Securities, Inc.$270K1
215PARTNERS CAPITAL INVESTMENT GROUP, LLP$270K1
216MEANS INVESTMENT CO., INC.$263K1
217Swiss Life Asset Management Ltd$261K1
218LAZARD ASSET MANAGEMENT LLC$250K1
219Caitong International Asset Management Co., Ltd$250K1
220Crossmark Global Holdings, Inc.$245K1
221Legacy Wealth Managment, LLC/ID$237K1
222Axim Planning & Wealth$232K1
223NorthRock Partners, LLC$225K1
224Perigon Wealth Management, LLC$224K1
225&PARTNERS$214K1
226FARALLON CAPITAL MANAGEMENT, L.L.C.$208K1
227Arista Wealth Management, LLC$208K1
228COLDSTREAM CAPITAL MANAGEMENT INC$204K1
229Walleye Trading LLC$188K1
230State of Wyoming$177K1
231Larson Financial Group LLC$139K1
232CWM, LLC$138K1
233Stonehage Fleming Financial Services Holdings Ltd$129K1
234Blume Capital Management, Inc.$109K1
235QUADRANT CAPITAL GROUP LLC$90.9K1
236Allworth Financial LP$89.6K1
237SIGNATUREFD, LLC$85.3K1
238BNP Paribas Asset Management Holding S.A.$75.6K1
239Caption Management, LLC$68.5K1
240SHP Wealth Management$65.6K1
241ENTRUST FINANCIAL LLC$58.8K1
242MACQUARIE GROUP LTD$51.9K1
243ACT CAPITAL MANAGEMENT, LLC$51.9K1
244Lido Advisors, LLC$50.9K1
245Daiwa Securities Group Inc.$43.6K1
246UMB Bank, n.a.$43.2K1
247Eurizon Capital SGR S.p.A.$38.4K1
248MidFirst Bank$37.4K1
249Steward Partners Investment Advisory, LLC$35.1K1
250Physician Wealth Advisors, Inc.$31.8K1
251TD Waterhouse Canada Inc.$30.7K1
252Kemnay Advisory Services Inc.$30.4K1
253Coastline Trust Co$29.5K1
254Clearstead Advisors, LLC$27.8K1
255Pinnacle Wealth Planning Services, Inc.$26.5K1
256SALEM INVESTMENT COUNSELORS INC$21.3K1
257WEBSTER BANK, N. A.$16.7K1
258Beaird Harris Wealth Management, LLC$15.8K1
259Smartleaf Asset Management LLC$10.0K1
260MAI Capital Management$9.8K1
261Prestige Wealth Management Group LLC$9.1K1
262X-Square Capital, LLC$8.7K1
263Banque Transatlantique SA$8.4K1
264CENTRAL TRUST Co$8.3K1
265My Portfolio Guide, LLC$8.3K1
266INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$7.9K1
267Intesa Sanpaolo Wealth Management$7.6K1
268SJS Investment Consulting Inc.$7.0K1
269VAN ECK ASSOCIATES CORP$6.2K1
270HRT FINANCIAL LP$5.9K1
271STEVENS CAPITAL MANAGEMENT LP$5.6K1
272NFSG Corp$5.4K1
273Parkside Financial Bank & Trust$5.3K1
274NATIXIS$4.0K1
275HM PAYSON & CO$3.6K1
276ASSETMARK, INC$3.5K1
277Owl Creek Wealth Partners LLC$3.1K1
278MEEDER ASSET MANAGEMENT INC$2.8K1
279Kingdom Financial Group LLC.$2.4K1
280Activest Wealth Management$2.3K1
281Bell Investment Advisors, Inc$2.2K1
282Bernard Wealth Management Corp.$2.2K1
283Blue Trust, Inc.$2.1K1
284CLEAR INVESTMENT RESEARCH, LLC$2.1K1
285Financially Speaking Inc$2.1K1
286CVA Family Office, LLC$2.0K1
287ARMSTRONG ADVISORY GROUP, INC$1.9K1
288Quarry LP$1.7K1
289Aster Capital Management (DIFC) Ltd$1.7K1
290EFG International AG$1.6K1
291Penserra Capital Management LLC$1.5K1
292MCGUIRE CAPITAL ADVISORS INC$1.1K1
293THRIVENT FINANCIAL FOR LUTHERANS$9741
294Retirement Wealth Solutions LLC$9551
295State of Alaska, Department of Revenue$8101
296ALGERT GLOBAL LLC$7941
297Cunning Capital Partners, LP$7101
298Marquette Asset Management, LLC$7061
299Rachor Investment Advisory Services, LLC$6861
300Godfrey Financial Associates, Inc.$6231
301Addison Advisors LLC$3531
302NATIXIS ADVISORS, LLC$3471
303Investors Research Corp$2911
304JPL Wealth Management, LLC$2911
305Vestcor Inc$2291
306Pacific Center for Financial Services$2291
307Transamerica Financial Advisors, LLC$1861
308Signature Equity Partners, LLC$1661
309Truvestments Capital LLC$1451
310KBC Group NV$1161
311Private Wealth Management Group, LLC$841
312Glen Eagle Advisors, LLC$211
313HAZLETT, BURT & WATSON, INC.$101
314Capital Advisors, Ltd. LLC$11
315Winthrop Capital Management, LLC$11
316JENNISON ASSOCIATES LLC$01
317TRUIST FINANCIAL CORP$01
318VANGUARD GROUP INC$01
319CITIZENS FINANCIAL GROUP INC/RI$01
320TEACHER RETIREMENT SYSTEM OF TEXAS$01
321DANSKE BANK A/S$01
322HARBOUR INVESTMENTS, INC.$01
323OPPENHEIMER & CO INC$01
324DAVENPORT & Co LLC$01
325CENTAURUS FINANCIAL, INC.$01
326COMERICA BANK$01
327MACKENZIE FINANCIAL CORP$01
328KINGDON CAPITAL MANAGEMENT, L.L.C.$01
329SHELTON CAPITAL MANAGEMENT$01
330VIRGINIA RETIREMENT SYSTEMS ET Al$01
331HBK INVESTMENTS L P$01
332BALDWIN WEALTH PARTNERS LLC/MA$01
333CIBC Asset Management Inc$01
334Sculptor Capital LP$01
335CIBC WORLD MARKETS CORP$01
336PROFUND ADVISORS LLC$01
337EVERGREEN CAPITAL MANAGEMENT LLC$01
338FIRST NATIONAL TRUST CO$01
339CIBC Private Wealth Group LLC$01
340Yorktown Management & Research Co Inc$01
341Clearbridge Investments, LLC$01
342Orion Porfolio Solutions, LLC$01
343CONTRAVISORY INVESTMENT MANAGEMENT, INC.$01
344Mariner, LLC$01
345NORGES BANK$01
346Capital World Investors$01
347O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
348CADIAN CAPITAL MANAGEMENT, LP$01
349Alyeska Investment Group, L.P.$01
350TD Capital Management LLC$01
351Carnegie Investment Counsel$01
352Main Street Research LLC$01
353Kessler Investment Group, LLC$01
354Atria Investments, Inc$01
355Alphadyne Asset Management LP$01
356Leonteq Securities AG$01
357BOOTHBAY FUND MANAGEMENT, LLC$01
358Cerity Partners LLC$01
359Oakum Bay Capital LLC$01
360LMR Partners LLP$01
361Brookstone Capital Management$01
362Sequoia Financial Advisors, LLC$01
363Tidal Investments LLC$01
364Caprock Group, LLC$01
365CMT Capital Markets Trading GmbH$01
366WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$01
367RFG Advisory, LLC$01
368Trexquant Investment LP$01
369Cedar Wealth Management, LLC$01
370Meridian Wealth Management, LLC$01
371AE Wealth Management LLC$01
372RITHOLTZ WEALTH MANAGEMENT$01
373DV Trading LLC$01
374Kovack Advisors, Inc.$01
375Qube Research & Technologies Ltd$01
376Triumph Capital Management$01
377Quaker Wealth Management, LLC$01
378CreativeOne Wealth, LLC$01
379Global Retirement Partners, LLC$01
380United Capital Management of KS, Inc.$01
381Soviero Asset Management, LP$01
382Qsemble Capital Management, LP$01
383Adams Wealth Management$01
384Keebeck Wealth Management$01
385TFC Financial Management, Inc.$01
386Maxi Investments CY Ltd$01
387DV EQUITIES, LLC$01
388Steadview Capital Management LLC$01
389SITTNER & NELSON, LLC$01
390TUCKER ASSET MANAGEMENT LLC$01
391AlphaQuest LLC$01
392Snowden Capital Advisors LLC$01
393JOURNEY STRATEGIC WEALTH LLC$01
394AXXCESS WEALTH MANAGEMENT, LLC$01
395Pinnacle Wealth Management, LLC$01
396Forum Financial Management, LP$01
397SageView Advisory Group, LLC$01
398Ritter Daniher Financial Advisory LLC / DE$01
399Bleakley Financial Group, LLC$01
400Dunhill Financial, LLC$01
401True Wealth Design, LLC$01
402SIH Partners, LLLP$01
403QRG CAPITAL MANAGEMENT, INC.$01
404CacheTech Inc.$01
405True Vision MN LLC$01
406Diversify Advisory Services, LLC$01
407Hilltop National Bank$01
408ABOUND FINANCIAL, LLC$01
409Havemeyer Place LP$01
410BIT Capital GmbH$01
411Sava Infond d.o.o.$01
412CURA WEALTH ADVISORS, LLC$01
413HFM Investment Advisors, LLC$01
414OPTIMA CAPITAL LLC$01
415Lotus Technology Management, LP$01
416Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 416 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HIMS

RETAINED WINDOW · ACTIVE HITS

Zero hits on HIMS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HIMS · financials and macro

Financials — as filed PLANNED

HIMS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HIMS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing