Skip to content
Disclosery

BARLOW WEALTH PARTNERS, LLC: HLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARLOW WEALTH PARTNERS, LLC on HLI, newest first. How the timeline and the estimate are built.

BARLOW WEALTH PARTNERS, LLC held 205,696 HLI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,696 shares
    Change vs previous 13F +537 shares

    2.98% of the 13F portfolio, value $27,627,068.

    13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, LLC
    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 205,159 shares
    Change vs previous 13F +772 shares

    3.7% of the 13F portfolio, value $33,338,289.

    13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, LLC
    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 204,387 shares
    Change vs previous 13F +1,254 shares

    4.01% of the 13F portfolio, value $37,151,421.

    13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, LLC
    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 203,133 shares
    Change vs previous 13F -2,445 shares

    4.39% of the 13F portfolio, value $39,428,168.

    13F-HR 0001951757-25-001236 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 205,578 shares
    Change vs previous 13F +1,764 shares

    4.51% of the 13F portfolio, value $37,717,391.

    13F-HR 0001951757-25-000980 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 203,814 shares
    Change vs previous 13F +2,164 shares

    4.26% of the 13F portfolio, value $32,461,465.

    13F-HR 0001951757-25-000466 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 201,650 shares
    Change vs previous 13F +21,305 shares

    4.47% of the 13F portfolio, value $35,351,153.

    13F-HR 0001951757-25-000056 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 180,345 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $29,001,302.

    13F-HR 0001951757-24-000987 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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