Position in HBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,926
+$3,481 QoQ
Shares Held
251
+114.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 319 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HBM Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Jun 30, 2026Bell Investment Advisors, Inc holds $75,324 across 4 Copper names. HBM ranks #4 (7.9% of the industry book) .
All Filings in HBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,926 | 251 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,445 | 117 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,592 | 181 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $2,395 | 158 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,676 | 158 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,199 | 158 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,279 | 158 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||