Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,487
-$247 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#473
of 517 holders
Holding Since
Jun 2025
5 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, 2026PFS Partners, LLC holds $110,497 across 5 Capital Markets names. HLI ranks #3 (3.2% of the industry book) .
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,487 | 26 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,734 | 26 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,528 | 26 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,338 | 26 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,678 | 26 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||