Back to HLI
Fortitude Family Office, LLC → HLI
Fortitude Family Office, LLC HLI Position History
Houlihan Lokey, Inc. • Financial Services
Quarters held
5
Latest value
$14K
Q3 2026
Peak value
$22K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22K |
| Q4 2025 | $19K |
| Q1 2026 | $17K |
| Q2 2026 | $16K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 107 | — | — |
| Q2 2026 | $16K | 123 | — | — |
| Q1 2026 | $17K | 115 | — | — |
| Q4 2025 | $19K | 110 | — | — |
| Q3 2025 | $22K | 109 | — | — |
Other funds holding HLI
$380.8M
$243.2M
$234.7M
$234.7M
$227.7M
$152.4M
$150.5M
$142.4M
Other Fortitude Family Office, LLC positions
ETHA
$50.9MISHARES CORE S&P 500 ETF
ETHA
$46.4MISHARES CORE S&P 500 ETF
VGES
$37.3MVANGUARD 0-3 MONTH TREASURY BILL ETF
ETHA
$36.4MISHARES CORE S&P 500 ETF
ETHA
$34.7MISHARES CORE S&P 500 ETF
ETHA
$33MISHARES CORE S&P 500 ETF
ETHA
$30.4MISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
VGES
$29.8MVANGUARD 0-3 MONTH TREASURY BILL ETF