Position in HL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$227,490
+$139,520 QoQ
Shares Held
12,211
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Derivatives in HL
reported options exposure · as of Jun 30, 2023CallValue
$1,595,985
CallShares
309,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in HL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,490 | 12,211 | Shares | Defined | 2026-05-15 | |
| 2024-09-30 | $87,970 | 13,189 | Shares | Defined | 2025-01-13 | |
| 2023-06-30 | $1,595,985 | 309,900 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $1,961,667 | 309,900 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $2,279,600 | 410,000 | Call | Defined | 2023-02-15 | |
| 2022-12-31 | $62,505 | 11,242 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $44,293 | 11,242 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $44,068 | 11,242 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||