Scharf Investments, LLC: HLN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Scharf Investments, LLC on HLN, newest first. How the timeline and the estimate are built.
Scharf Investments, LLC held 485,251 HLN shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 485,251 sharesChange vs previous 13F -665,499 shares
0.15% of the 13F portfolio, value $4,527,392.
13F-HR 0001463746-26-000003 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,150,750 sharesChange vs previous 13F +55,016 shares
0.35% of the 13F portfolio, value $11,519,007.
13F-HR 0001463746-26-000002 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,095,734 sharesChange vs previous 13F +162,406 shares
0.3% of the 13F portfolio, value $11,077,871.
13F-HR 0001463746-26-000001 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 933,328 sharesChange vs previous 13F +441,878 shares
0.21% of the 13F portfolio, value $8,371,952.
13F-HR 0001463746-25-000002 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 491,450 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $5,096,336.
13F-HR 0001085146-25-003788 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).