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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 2025-12-31, 119,350 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
4
13F filers
4
New
1
Added
1
Reduced
1
Sold out
1
Shares held by filers
119,350

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.78,979$2.15M0.07%-90413F-HRTimeline
L & S Advisors Inc22,687$616K0.06%+68613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC10,261$279K0.01%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC7,423$202K0.01%new13F-HRTimeline