Position in HLF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,451,858
-$650,465 QoQ
Shares Held
414,590
+0.0% QoQ
Ownership
0.396%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#43
of 234 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Johnson Financial Group, LLC holds $5,451,858 across 1 Packaged Foods name. HLF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLF |
Herbalife Ltd.
This page
|
414,590 | $5,451,858 |
All Filings in HLF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,451,858 | 414,590 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,102,323 | 414,560 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,342,905 | 414,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $278,520 | 33,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $284,460 | 33,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $284,790 | 33,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $220,770 | 33,000 | Shares | Sole | 2025-02-04 | |
| 2022-09-30 | $397,800 | 20,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $409,000 | 20,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $607,200 | 20,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $818,600 | 20,000 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||