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Alpine Bank Wealth Management → HLI
Alpine Bank Wealth Management HLI Position History
Houlihan Lokey, Inc. • Financial Services
Quarters held
3
Latest value
$15K
Q3 2026
Peak value
$24K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24K |
| Q2 2026 | $16K |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 117 | — | — |
| Q2 2026 | $16K | 117 | — | — |
| Q3 2025 | $24K | 117 | — | — |
Other funds holding HLI
$380.8M
$243.2M
$234.7M
$234.7M
$227.7M
$152.4M
$150.5M
$142.4M
Other Alpine Bank Wealth Management positions
JPM-PM
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IVZ
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IVZ
$99.2MInvesco S&P 500 Momentum ETF
JPM-PM
$86.8MJ P Morgan CORE Plus Bond ETF
IVZ
$86.8MInvesco S&P 500 Momentum ETF
ETHA
$83.4MiShares Systematic Bond ETF
IVZ
$76.8MInvesco S&P 500 Momentum ETF
JPM-PM
$73.6MJ P Morgan CORE Plus Bond ETF