Position in HBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,431,096
+$164,264 QoQ
Shares Held
60,614
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#175
of 319 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 78%
Shared 20%
None 2%
Common Shares in HBM Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $3,972,084 across 5 Copper names. HBM ranks #1 (36.0% of the industry book) .
All Filings in HBM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,431,096 | 60,614 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,266,832 | 60,614 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,213,370 | 61,127 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $931,839 | 61,467 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $701,638 | 66,130 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $503,307 | 66,312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $615,688 | 76,011 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $690,002 | 75,082 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $595,127 | 65,760 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,878,856 | 268,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,468,297 | 265,996 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,333,473 | 273,814 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,358,183 | 282,955 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $101,120 | 19,261 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $90,012 | 17,754 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $51,172 | 12,698 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||