Position in HLI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$27,590,004
-$1,874,931 QoQ
Shares Held
205,696
+0.3% QoQ
Ownership
0.294%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#60
of 517 holders
Holding Since
Dec 2023
11 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, 2026BARLOW WEALTH PARTNERS, LLC holds $51,879,241 across 4 Capital Markets names. HLI ranks #1 (53.2% of the industry book) .
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,590,004 | 205,696 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $29,464,935 | 205,159 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $35,602,171 | 204,387 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $41,707,267 | 203,133 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $36,993,761 | 205,578 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $32,915,961 | 203,814 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $35,018,539 | 201,650 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $28,498,116 | 180,345 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $23,894,629 | 177,181 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $22,254,553 | 173,606 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $20,236,850 | 168,767 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||