Position in HL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,931,242
-$2,021,194 QoQ
Shares Held
319,588
-14.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 583 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Derivatives in HL
reported options exposure · as of Mar 31, 2021CallValue
$17,070
CallShares
3,000
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.
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Creative Planning holds $8,077,364 across 6 Other Precious Metals & Mining names. HL ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HL |
Hecla Mining Co/De/
This page
|
319,588 | $4,931,242 | |
| 2 | SBSW |
Sibanye Stillwater Ltd
|
250,380 | $2,125,725 | |
| 3 | VOXR |
Vox Royalty Corp.
|
88,244 | $417,394 | |
| 4 | BVN |
Buenaventura Mining Co Inc
|
14,112 | $413,340 | |
| 5 | ELE |
Elemental Royalty Corp
|
10,285 | $179,576 | |
| 6 | GRML |
Greenland Mines Ltd
|
776 | $10,087 |
All Filings in HL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,931,242 | 319,588 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,952,436 | 373,185 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,046,078 | 315,064 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,015,605 | 166,579 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $556,973 | 92,984 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $697,279 | 125,410 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $479,186 | 97,594 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $765,188 | 114,721 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $505,936 | 104,317 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $141,423 | 29,402 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $299,618 | 62,291 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $103,685 | 26,518 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $88,424 | 17,170 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $9,906,513 | 1,565,010 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $92,023 | 16,551 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $57,322 | 14,623 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $123,640 | 18,819 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $98,235 | 18,819 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $103,284 | 18,779 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $177,652 | 23,878 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,070 | 3,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $215,747 | 37,917 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $101,424 | 15,652 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $19,440 | 3,000 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $313,070 | 61,628 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $3,000 | 3,500 | Put | Sole | 2020-11-05 | |
| 2020-06-30 | $199,888 | 61,128 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $105,337 | 57,878 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||