Position in HL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$320,110
-$107,616 QoQ
Shares Held
20,746
-9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 143 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Derivatives in HL
reported options exposure · as of Dec 31, 2025CallValue
$7,676
CallShares
400
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, 2026Sequoia Financial Advisors, LLC holds $1,052,303 across 4 Other Precious Metals & Mining names. HL ranks #2 (30.4% of the industry book) .
All Filings in HL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,110 | 20,746 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $427,726 | 22,959 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,676 | 400 | Call | Sole | 2026-02-03 | |
| 2025-12-31 | $601,414 | 31,340 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $196,310 | 16,224 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||