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HLMIX HRDNG LVNR INTL EQTY-INST

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COM (fund)

4 managers (4 13F filers) reported a position in HLMIX shares at 2025-09-30, 112,511 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.

Managers
4
13F filers
4
New
0
Added
1
Reduced
1
Sold out
0
Shares held by filers
112,511

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fulton Bank, N.A.79,883$2.41M0.08%+113F-HRTimeline
L & S Advisors Inc22,001$663K0.06%-3,69813F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,261$309K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …366$11K<0.01%13F-HRTimelineGroup