Position in HLMN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$174,623
-$183,869 QoQ
Shares Held
20,690
-52.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 229 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLMN Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,581,878 across 5 Tools & Accessories names. HLMN ranks #5 (4.9% of the industry book) .
All Filings in HLMN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,623 | 20,690 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $358,492 | 43,088 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $381,559 | 44,060 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $300,701 | 42,115 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $366,305 | 41,673 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $228,987 | 23,510 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $209,901 | 19,877 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||