Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$289,184
-$37,407 QoQ
Shares Held
2,156
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#338
of 517 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $24,796,290 across 4 Capital Markets names. HLI ranks #4 (1.2% of the industry book) .
All Filings in HLI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,184 | 2,156 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $326,591 | 2,274 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $302,742 | 1,738 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $376,146 | 1,832 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $380,594 | 2,115 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $360,306 | 2,231 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $403,064 | 2,321 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $378,773 | 2,397 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $292,106 | 2,166 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $299,708 | 2,338 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||