Cerity Partners LLC
Holdings in HLN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,505,177 | 445,616 | Shares | Other | 2026-02-11 |
| 2025-09-30 | $4,108,044 | 457,976 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $5,251,077 | 506,372 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $5,791,057 | 562,785 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $5,572,924 | 584,164 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $6,099,719 | 576,533 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $3,859,253 | 467,222 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $5,700,933 | 671,488 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $1,252,894 | 152,235 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $307,318 | 36,893 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $929,970 | 110,975 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $887,772 | 109,063 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $575,920 | 71,990 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $392,287 | 64,415 | Shares | Sole | 2022-11-14 |