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ELEVATION WEALTH PARTNERS, LLC → HLI

ELEVATION WEALTH PARTNERS, LLC HLI Position History

Houlihan Lokey, Inc. • Financial Services

Quarters held
2
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$4K
Q3 2026$5K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5K41——
Q1 2026$4K27——

Other funds holding HLI

Other ELEVATION WEALTH PARTNERS, LLC positions

ETHA

ISHARES TR

$36.2M
ETHA

ISHARES TR

$35.9M
ETHA

ISHARES TR

$31.9M
ETHA

ISHARES TR

$31.2M
ETHA

ISHARES TR

$28.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
ISMCF

ISHARES TR

$23M
ELEVATION WEALTH PARTNERS, LLC HLI Holdings: 13F Position History | Track13F