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Lesa Sroufe & Co: HTLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lesa Sroufe & Co on HTLD, newest first. How the timeline and the estimate are built.

Lesa Sroufe & Co held 237,729 HTLD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,729 shares
    Change vs previous 13F +7,881 shares

    2.58% of the 13F portfolio, value $3,618,000.

    13F-HR 0001492162-26-000003 filed by Lesa Sroufe & Co
    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 229,848 shares
    Change vs previous 13F +10,033 shares

    1.63% of the 13F portfolio, value $2,390,000.

    13F-HR 0001492162-26-000002 filed by Lesa Sroufe & Co
    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 219,815 shares
    Change vs previous 13F -8,121 shares

    1.48% of the 13F portfolio, value $1,985,000.

    13F-HR 0001492162-26-000001 filed by Lesa Sroufe & Co
    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 227,936 shares
    Change vs previous 13F -959 shares

    1.54% of the 13F portfolio, value $1,910,000.

    13F-HR 0001492162-25-000007 filed by Lesa Sroufe & Co
    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 228,895 shares
    Change vs previous 13F +120,570 shares

    1.82% of the 13F portfolio, value $1,978,000.

    13F-HR 0001492162-25-000006 filed by Lesa Sroufe & Co
    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 108,325 shares
    Change vs previous 13F -3,930 shares

    1% of the 13F portfolio, value $999,000.

    13F-HR 0001492162-25-000003 filed by Lesa Sroufe & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 112,255 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,378,000.

    13F-HR 0001492162-24-000004 filed by Lesa Sroufe & Co
    Filed (acceptance time not in the bulk data set), ingested

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