Position in HL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,854,397
-$10,352,842 QoQ
Shares Held
206,892
-72.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
All Filings in HL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,854,397 | 206,892 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $14,207,239 | 740,346 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $9,570,531 | 790,953 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,754,933 | 793,812 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,420,233 | 795,006 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,929,875 | 800,382 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,031,594 | 754,362 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,694,885 | 761,832 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,706,297 | 770,540 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,843,521 | 799,069 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $3,126,600 | 799,642 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,112,522 | 798,548 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,009,979 | 791,466 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,085,476 | 734,798 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,967,915 | 753,278 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,919,721 | 744,827 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,841,656 | 736,934 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,805,531 | 729,029 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $4,008,466 | 728,812 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,091,325 | 684,318 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,766,302 | 1,013,410 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $5,587,898 | 862,330 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,459,554 | 877,865 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,999,734 | 917,350 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,632,330 | 896,885 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||