Position in HL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$359,354
-$42,734 QoQ
Shares Held
19,289
-7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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 Mar 31, 2026Tradition Wealth Management, LLC holds $562,575 across 4 Other Precious Metals & Mining names. HL ranks #1 (63.9% of the industry book) .
All Filings in HL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $359,354 | 19,289 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,088 | 20,953 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $185,989 | 15,371 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $126,329 | 21,090 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,638 | 11,086 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $75,884 | 11,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $59,761 | 12,322 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $56,844 | 11,818 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $56,815 | 11,812 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $46,165 | 11,807 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $63,865 | 12,401 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $62,641 | 9,896 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $36,929 | 6,642 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $26,149 | 6,637 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,041 | 5,878 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $38,585 | 5,873 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $30,641 | 5,870 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,257 | 5,865 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $43,613 | 5,862 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $33,343 | 5,860 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $37,940 | 5,855 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||