Position in HL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,117,464
-$934,973 QoQ
Shares Held
266,848
-1.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#118
of 583 holders
Holding Since
Jun 2024
8 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 Jun 30, 2026Caprock Group, LLC holds $9,707,881 across 4 Other Precious Metals & Mining names. HL ranks #2 (42.4% of the industry book) .
All Filings in HL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,117,464 | 266,848 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,052,437 | 271,199 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,134,102 | 319,651 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,407,230 | 116,300 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $675,356 | 121,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $577,833 | 117,685 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $785,332 | 117,741 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $568,075 | 117,129 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||