Position in HL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,515
-$242 QoQ
Shares Held
163
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#527
of 583 holders
Holding Since
Sep 2025
4 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, 2026Clearstead Advisors, LLC holds $324,593 across 4 Other Precious Metals & Mining names. HL ranks #3 (0.8% of the industry book) .
All Filings in HL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,515 | 163 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,757 | 148 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $42,736 | 2,227 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,791 | 396 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||