Position in HL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$264,439
-$92,753 QoQ
Shares Held
17,138
-10.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#347
of 583 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $264,439 across 1 Other Precious Metals & Mining name. HL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HL |
Hecla Mining Co/De/
This page
|
17,138 | $264,439 |
All Filings in HL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,439 | 17,138 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $357,192 | 19,173 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $596,597 | 31,089 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $246,111 | 41,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,400 | 42,518 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $145,664 | 29,667 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||