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HFR Wealth Management, LLC: LII position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HFR Wealth Management, LLC on LII, newest first. How the timeline and the estimate are built.

HFR Wealth Management, LLC held 25,825 LII shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,825 shares
    Change vs previous 13F -215 shares

    3.61% of the 13F portfolio, value $14,796,344.

    13F-HR 0001877822-26-000006 filed by HFR Wealth Management, 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 26,040 shares
    Change vs previous 13F -511 shares

    2.97% of the 13F portfolio, value $12,086,139.

    13F-HR 0001877822-26-000004 filed by HFR Wealth Management, 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 26,551 shares
    Change vs previous 13F +177 shares

    3.04% of the 13F portfolio, value $12,892,635.

    13F-HR 0001877822-26-000002 filed by HFR Wealth Management, 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 26,374 shares
    Change vs previous 13F -78 shares

    3.2% of the 13F portfolio, value $13,961,341.

    13F-HR 0001877822-25-000011 filed by HFR Wealth Management, 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 26,452 shares
    Change vs previous 13F +189 shares

    3.66% of the 13F portfolio, value $15,163,344.

    13F-HR 0001877822-25-000006 filed by HFR Wealth Management, 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 26,263 shares
    Change vs previous 13F -278 shares

    3.58% of the 13F portfolio, value $14,729,078.

    13F-HR 0001877822-25-000004 filed by HFR Wealth Management, 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 26,541 shares
    Change vs previous 13F -195 shares

    3.99% of the 13F portfolio, value $16,171,431.

    13F-HR 0001877822-25-000002 filed by HFR Wealth Management, 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 26,736 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $16,156,297.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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