Position in HL
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$476,431
-$374,997 QoQ
Shares Held
30,877
-32.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 38%
Shared 22%
None 39%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Corient Private Wealth LLC holds $2,093,523 across 5 Other Precious Metals & Mining names. HL ranks #3 (22.8% of the industry book) .
All Filings in HL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,431 | 30,877 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $851,428 | 45,702 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $608,015 | 31,684 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $472,625 | 39,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $176,188 | 29,414 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $193,498 | 34,802 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $388,061 | 79,035 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $528,337 | 79,211 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $72,104 | 14,867 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $74,001 | 15,385 | Shares | Sole | 2024-05-09 | |
| 2023-06-30 | $74,375 | 14,442 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $65,135 | 10,290 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||