Position in HL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,270
-$1,715 QoQ
Shares Held
536
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#498
of 583 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $13,972 across 3 Other Precious Metals & Mining names. HL ranks #1 (59.2% of the industry book) .
All Filings in HL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,270 | 536 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,985 | 536 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,556 | 498 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,980 | 329 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,970 | 329 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,179 | 392 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,954 | 398 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,654 | 398 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,522 | 314 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,178 | 245 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,813 | 377 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $957 | 245 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,070 | 402 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,886 | 456 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,335 | 420 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,540 | 391 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $607 | 155 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,490 | 379 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $715 | 137 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||