Position in HLNE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,824
-$3,086 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#319
of 380 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in HLNE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Philadelphia Investment Partners, LLC holds $3,679,371 across 6 Asset Management names. HLNE ranks #3 (0.3% of the industry book) .
All Filings in HLNE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,824 | 150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,910 | 150 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||