Position in HLI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,734
-$794 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PFS Partners, LLC holds $98,625 across 5 Capital Markets names. HLI ranks #4 (3.8% of the industry book) .
All Filings in HLI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||