Position in HL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$263,327
-$63,871 QoQ
Shares Held
17,066
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 583 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Ballentine Partners, LLC holds $624,028 across 3 Other Precious Metals & Mining names. HL ranks #1 (42.2% of the industry book) .
All Filings in HL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,327 | 17,066 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $327,198 | 17,563 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $326,939 | 17,037 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $191,651 | 15,839 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $90,166 | 15,053 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $64,229 | 11,552 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $58,419 | 11,898 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $102,951 | 15,435 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $54,417 | 11,220 | Shares | Other | 2024-08-06 | |
| 2023-06-30 | $74,520 | 14,470 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $88,854 | 14,037 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $74,998 | 13,489 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $52,768 | 13,393 | Shares | Other | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||