Back to HLI
IFP Advisors, Inc HLI Position History
Houlihan Lokey, Inc. • Financial Services
Quarters held
6
Latest value
$121K
Q3 2026
Peak value
$343K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $343K |
| Q3 2025 | $333K |
| Q4 2025 | $295K |
| Q1 2026 | $185K |
| Q2 2026 | $137K |
| Q3 2026 | $121K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $121K | 960 | — | — |
| Q2 2026 | $137K | 1.0K | — | — |
| Q1 2026 | $185K | 1.3K | — | — |
| Q4 2025 | $295K | 1.7K | — | — |
| Q3 2025 | $333K | 1.6K | — | — |
| Q3 2025 | $343K | 1.6K | — | — |
Other funds holding HLI
$380.8M
$243.2M
$234.7M
$234.7M
$227.7M
$152.4M
$150.5M
$142.4M