Back to HLI

Sendero Wealth Management, LLC → HLI

Sendero Wealth Management, LLC HLI Position History

Houlihan Lokey, Inc. • Financial Services

Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$751K
Q1 2026$749K
Q2 2026$909K
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M10.9K——
Q2 2026$909K6.8K——
Q1 2026$749K5.2K——
Q4 2025$751K4.3K——

Other funds holding HLI

Other Sendero Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$218.6M
VGES

VANGUARD INDEX FDS

$215.1M
VGES

VANGUARD INDEX FDS

$194.2M
VGES

VANGUARD INDEX FDS

$186.8M
TKR

2023 ETF SERIES TRUST

$108.2M
TKR

2023 ETF SERIES TRUST

$93M
TKR

2023 ETF SERIES TRUST

$83M
TKR

2023 ETF SERIES TRUST

$76.3M
Sendero Wealth Management, LLC HLI Holdings: 13F Position History | Track13F