Position in HL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,091
-$6,448 QoQ
Shares Held
2,015
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#464
of 583 holders
Holding Since
Dec 2021
10 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, 2026Strategic Wealth Partners, Ltd. holds $33,407 across 3 Other Precious Metals & Mining names. HL ranks #1 (93.1% of the industry book) .
All Filings in HL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,091 | 2,015 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $37,539 | 2,015 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $38,667 | 2,015 | Shares | Sole | 2026-05-12 | |
| 2023-06-30 | $70,699 | 13,728 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $92,468 | 14,608 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $189,117 | 34,014 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $134,015 | 34,014 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $122,637 | 31,285 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $218,689 | 33,286 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $216,254 | 41,428 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||