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Disclosery

ADVISORY RESEARCH INC: HLLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on HLLY, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 315,821 HLLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,821 shares
    Change vs previous 13F -10,740 shares

    0.08% of the 13F portfolio, value $805,343.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 326,561 shares
    Change vs previous 13F -1,604,195 shares

    0.12% of the 13F portfolio, value $1,002,542.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,930,756 shares
    Change vs previous 13F -319,244 shares

    1% of the 13F portfolio, value $7,974,022.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,250,000 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $7,065,000.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).