Position in HL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,903
-$810 QoQ
Shares Held
253
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#516
of 583 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $17,436 across 5 Other Precious Metals & Mining names. HL ranks #3 (22.4% of the industry book) .
All Filings in HL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,903 | 253 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,713 | 253 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,603 | 292 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,533 | 292 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,168 | 195 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||