CLS Investments, LLC
Holdings in HLN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,913,409 | 387,083 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,881,762 | 209,784 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,252,986 | 313,692 | Shares | Sole | 2025-08-27 |
| 2025-03-31 | $3,066,862 | 298,043 | Shares | Sole | 2025-08-01 |
| 2024-12-31 | $3,617,319 | 379,174 | Shares | Sole | 2025-08-01 |
| 2024-09-30 | $4,120,613 | 389,472 | Shares | Sole | 2025-07-31 |
| 2024-06-30 | $4,485,758 | 543,070 | Shares | Sole | 2025-07-31 |
| 2024-03-31 | $5,896,508 | 694,524 | Shares | Sole | 2025-07-31 |
| 2023-12-31 | $4,569,798 | 555,261 | Shares | Sole | 2025-07-31 |
| 2023-09-30 | $4,806,151 | 576,969 | Shares | Sole | 2025-07-31 |
| 2023-06-30 | $4,650,581 | 554,962 | Shares | Sole | 2025-07-31 |
| 2023-03-31 | $4,268,591 | 524,397 | Shares | Sole | 2025-07-31 |
| 2022-12-31 | $3,621,032 | 452,629 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $1,808,413 | 296,948 | Shares | Sole | 2022-11-01 |