Position in HL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$170,162
+$87,799 QoQ
Shares Held
11,028
+149.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#82
of 159 holders
Holding Since
Dec 2022
15 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, 2026Bogart Wealth, LLC holds $212,801 across 4 Other Precious Metals & Mining names. HL ranks #1 (80.0% of the industry book) .
All Filings in HL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,162 | 11,028 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $82,363 | 4,421 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $61,235 | 3,191 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,998 | 661 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,959 | 661 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,675 | 661 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,245 | 661 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,408 | 661 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,205 | 661 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,179 | 661 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,179 | 661 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,584 | 661 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,404 | 661 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,184 | 661 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,675 | 661 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||