Position in HLI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$25,995
-$5,533 QoQ
Shares Held
181
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Clark Wealth Partners holds $215,431 across 5 Capital Markets names.
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,995 | 181 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $31,528 | 181 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,162 | 181 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $49,486 | 275 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $44,412 | 275 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $47,756 | 275 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||