Position in HL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$254,746
-$6,122 QoQ
Shares Held
13,674
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $254,746 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
|
13,674 | $254,746 |
All Filings in HL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,746 | 13,674 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $260,868 | 13,594 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $162,829 | 13,457 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $169,888 | 28,362 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $157,147 | 28,264 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $180,506 | 36,763 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||