Back to HLI
Concurrent Investment Advisors, LLC → HLI
Concurrent Investment Advisors, LLC HLI Position History
Houlihan Lokey, Inc. • Financial Services
Quarters held
8
Latest value
$195K
Q3 2026
Peak value
$256K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $79K |
| Q4 2025 | $256K |
| Q1 2026 | $174K |
| Q1 2026 | $154K |
| Q2 2026 | $194K |
| Q2 2026 | $122K |
| Q3 2026 | $31K |
| Q3 2026 | $195K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $195K | 1.5K | — | — |
| Q3 2026 | $31K | 249 | — | — |
| Q2 2026 | $122K | 912 | — | — |
| Q2 2026 | $194K | 1.4K | — | — |
| Q1 2026 | $154K | 1.1K | — | — |
| Q1 2026 | $174K | 1.2K | — | — |
| Q4 2025 | $256K | 1.5K | — | — |
| Q4 2025 | $79K | 456 | — | — |
Other funds holding HLI
$380.8M
$243.2M
$234.7M
$234.7M
$227.7M
$152.4M
$150.5M
$142.4M