Position in HGBL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,840
-$600 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 36 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Parallel Advisors, LLC holds $35,201,514 across 43 Capital Markets names. HGBL ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
57,472 | $12,013,946 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,586 | $7,672,252 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
75,344 | $7,555,496 | |
| 4 | SCHW |
Schwab Charles Corp
|
37,553 | $3,465,015 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2,615 | $736,593 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
7,071 | $615,459 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
9,639 | $481,757 | |
| 8 | EVR |
Evercore Inc.
|
986 | $336,659 |
All Filings in HGBL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,840 | 4,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,440 | 4,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,960 | 4,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,640 | 4,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,880 | 4,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $8,720 | 4,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $7,400 | 4,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,800 | 4,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,840 | 4,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,560 | 4,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $11,120 | 4,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,480 | 4,000 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $14,480 | 4,000 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $11,480 | 4,000 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $9,400 | 4,000 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,440 | 4,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,000 | 4,000 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,400 | 4,000 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,480 | 4,000 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $10,120 | 4,000 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,400 | 4,000 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $10,640 | 4,000 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $9,160 | 4,000 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||