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Mark Sheptoff Financial Planning’s Hecla Mining HL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.09K Hold
200
– – ﹤0.01% 477
2026
Q1 		$3.41K Buy
+200
New +$4.5K ﹤0.01% 462

Other funds holding HL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's HL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Hecla Mining (HL) position steady in Q2 2026 at 200 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Mark Sheptoff Financial Planning first reported a position in HL in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.41K in Q1 2026. 587 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 200 shares of Hecla Mining worth $3.09K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Hecla Mining share count unchanged in Q2 2026.
  • Hecla Mining made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #477 holding.
  • Mark Sheptoff Financial Planning first reported a position in Hecla Mining in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's Hecla Mining position peaked at $3.41K in Q1 2026.
  • 587 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.