Position in HL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$194,124
+$107,665 QoQ
Shares Held
10,420
-42.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
2 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 Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $745,251 across 3 Other Precious Metals & Mining names. HL ranks #2 (26.0% of the industry book) .
All Filings in HL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,124 | 10,420 | Shares | Defined | 2026-05-15 | |
| 2023-12-31 | $86,459 | 17,975 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||