REX Advisers, LLC HL — HECLA MNG CO

Ownership history in REX Advisers, LLC  ·  6 quarters on record

AI Ownership Summary

REX Advisers, LLC reported HECLA MNG CO (HL) in 6 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 3.98% in 2026 Q2. The latest visible filing shows HL at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REX Advisers, LLC's position in HECLA MNG CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.98% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HL stock page REX Advisers, LLC fund profile REX Advisers, LLC full holdings
How REX Advisers, LLC held HL — position size vs. price
% of Fund (quarterly)    HL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 228,600 — 0% 0.10% $45K 2026-07-13 $15.25
2026 Q2 ADDED — — — 228,600 +114,300 +100.0% 0.10% $46K 2026-07-13 $15.25
2026 Q2 ADDED — — — 114,300 +72,700 +174.8% 3.98% $1.8M 2026-07-13 $15.25
2025 Q4 ADDED — — — 41,600 +20,800 +100.0% 0.08% $19.3M 2026-02-20 $24.01
2025 Q4 REDUCED 50.0% -2.9% ✅ 20,800 -20,800 -50.0% 1.69% $399.2M 2026-02-20 $24.01
2025 Q4 INITIATED — — — 41,600 — — 0.01% $2.5M 2026-02-20 $24.01

🏢 Other funds also holding HL

As of 2026 Q2 — sorted by position size

Steadtrust LLC 3.25% Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 1.72% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.34% Tactive Advisors, LLC 0.17% Byrne Asset Management LLC 3Y 0.12% Y-Intercept (Hong Kong) Ltd 3Y 0.11% Veracity Capital LLC 3Y 0.07% CWA Asset Management Group, LLC 3Y 7Y 0.06% BURNEY CO/ 3Y 7Y 0.03% Generali Investments CEE, investicni spolecnost, a.s. 0.03%

FAQ About REX Advisers, LLC and HL

These are the practical questions this page is built to answer before you even open the full history table.

How long has REX Advisers, LLC reported owning HL?

REX Advisers, LLC reported HL across 6 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported HL position in REX Advisers, LLC's portfolio?

The largest reported portfolio weight for HL was 3.98% in 2026 Q2.

What is the latest reported HL position on this page?

The most recent filing on this page is 2026 Q2, when REX Advisers, LLC reported 228,600 shares, equal to 0.10% of portfolio, with an estimated market value of $45K.

What does the chart on this HL ownership page compare?

The chart compares REX Advisers, LLC's quarterly HL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did REX Advisers, LLC time their HL position?

Based on 13F filing dates vs. subsequent HL price moves, REX Advisers, LLC correctly timed 1 out of 5 reported position changes (20%).

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