Position in HLF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$533,797
+$118,958 QoQ
Shares Held
40,593
+44.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#124
of 229 holders
Holding Since
Mar 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Diversified Trust Co holds $2,871,170 across 5 Packaged Foods names. HLF ranks #3 (18.6% of the industry book) .
All Filings in HLF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,797 | 40,593 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $414,839 | 28,182 | Shares | Sole | 2026-04-16 | |
| 2021-03-31 | $227,167 | 5,121 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||