True Wealth Design’s Hecla Mining HL Stock Holding History

True Wealth Design’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 Q3	$222	Hold	13	–	–	﹤0.01%	2332
2026 Q2	$201	Hold	13	–	–	﹤0.01%	2446
2026 Q1	$243	Hold	13	–	–	﹤0.01%	2280
2025 Q4	$250	Sell	13 -13	-50%	-$199	﹤0.01%	2171
2025 Q3	$315	Hold	26	–	–	﹤0.01%	2165
2025 Q2	$156	Buy	26 +13	+100%	+$72	﹤0.01%	2135
2025 Q1	$73	Buy	+13	New	+$72	﹤0.01%	2293

Other funds holding HL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

True Wealth Design's HL Position: Q3 2026 in Review

True Wealth Design held its Hecla Mining (HL) position steady in Q3 2026 at 13 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

True Wealth Design first reported a position in HL in Q1 2025 and has held it in 7 quarters since. The position peaked at $315 in Q3 2025. 334 funds tracked by Wall St. Rank hold HL as of Q3 2026.

True Wealth Design held 13 shares of Hecla Mining worth $222 as of Q3 2026.
True Wealth Design left its Hecla Mining share count unchanged in Q3 2026.
Hecla Mining made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2332 holding.
True Wealth Design first reported a position in Hecla Mining in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Hecla Mining position peaked at $315 in Q3 2025.
334 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.