Position in HLI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,219
+$797 QoQ
Shares Held
24
+60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 514 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Continuum Advisory, LLC holds $4,058,276 across 18 Capital Markets names. HLI ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
30,211 | $1,381,549 | |
| 2 | MS |
Morgan Stanley
|
4,781 | $999,420 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
9,410 | $589,348 | |
| 4 | GS |
Goldman Sachs Group Inc
|
479 | $484,446 | |
| 5 | SCHW |
Schwab Charles Corp
|
4,966 | $458,212 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
3,969 | $52,827 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
400 | $40,112 | |
| 8 | LAZ |
Lazard, Inc.
|
325 | $13,630 |
All Filings in HLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,219 | 24 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $2,422 | 15 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,604 | 15 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,370 | 15 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||