Skip to content
Disclosery

Bernzott Capital Advisors: HLMN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on HLMN, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 769,624 HLMN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 769,624 shares
    Change vs previous 13F +15,767 shares

    2.6% of the 13F portfolio, value $6,495,627.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    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 753,857 shares
    Change vs previous 13F -104,592 shares

    3.01% of the 13F portfolio, value $6,272,090.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    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 858,449 shares
    Change vs previous 13F -18,987 shares

    3.54% of the 13F portfolio, value $7,434,168.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    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 877,436 shares
    Change vs previous 13F +8,993 shares

    3.8% of the 13F portfolio, value $8,054,862.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    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 868,443 shares
    Change vs previous 13F +195,666 shares

    3.17% of the 13F portfolio, value $6,200,683.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    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 672,777 shares
    Change vs previous 13F +24,991 shares

    2.91% of the 13F portfolio, value $5,913,710.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    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 647,786 shares
    Change vs previous 13F -113,355 shares

    3.12% of the 13F portfolio, value $6,309,436.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    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 761,141 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $8,037,649.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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