Position in HL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$256,516
+$64,002 QoQ
Shares Held
13,769
+37.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
All Filings in HL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,516 | 13,769 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $192,514 | 10,032 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $121,387 | 10,032 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||