Position in HLI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,208,131
-$317,947 QoQ
Shares Held
8,412
-4.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $5,391,335 across 5 Capital Markets names. HLI ranks #3 (22.4% of the industry book) .
All Filings in HLI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,208,131 | 8,412 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,526,078 | 8,761 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $2,131,016 | 10,379 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,233,557 | 6,855 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $945,259 | 5,853 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $801,267 | 4,614 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $613,749 | 3,884 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $466,750 | 3,461 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $294,580 | 2,298 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||