HFR Wealth Management, LLC
Holdings in LII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,892,634 | 26,551 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $13,961,340 | 26,374 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $15,163,344 | 26,452 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $14,729,078 | 26,263 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $16,171,431 | 26,541 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $16,156,297 | 26,736 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $14,264,706 | 26,664 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $13,273,744 | 27,158 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $12,170,753 | 27,196 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $10,306,835 | 27,526 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $9,202,021 | 28,221 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $7,099,916 | 28,255 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $6,675,952 | 27,906 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $6,175,084 | 27,732 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $5,751,259 | 27,839 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $6,949,327 | 26,950 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $8,533,587 | 26,309 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $7,554,285 | 25,680 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $8,687,912 | 24,766 | Shares | Sole | 2021-08-12 |