Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$512,644
+$13,278 QoQ
Shares Held
3,822
+9.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#278
of 514 holders
Holding Since
Dec 2022
15 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, 2026Clifford Group, LLC holds $2,310,423 across 3 Capital Markets names. HLI ranks #3 (22.2% of the industry book) .
All Filings in HLI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,644 | 3,822 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $499,366 | 3,477 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $662,967 | 3,806 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $772,619 | 3,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $724,478 | 4,026 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $651,329 | 4,033 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $737,186 | 4,245 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $691,969 | 4,379 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $604,847 | 4,485 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $584,546 | 4,560 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $544,391 | 4,540 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $481,825 | 4,498 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $582,978 | 5,930 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $408,403 | 4,668 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $390,651 | 4,482 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||