Position in HLI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$298,298
-$57,049 QoQ
Shares Held
2,077
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $3,150,227 across 4 Capital Markets names.
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,298 | 2,077 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $355,347 | 2,040 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $408,997 | 1,992 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $344,784 | 1,916 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $299,582 | 1,855 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||