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True Wealth Design, LLC HLI Position History
Houlihan Lokey, Inc. • Financial Services
Quarters held
4
Latest value
$9K
Q3 2026
Peak value
$9K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q4 2025 | $2K |
| Q2 2026 | $7K |
| Q3 2026 | $9K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9K | 68 | — | — |
| Q2 2026 | $7K | 54 | — | — |
| Q4 2025 | $2K | 10 | — | — |
| Q3 2025 | $3K | 14 | — | — |
Other funds holding HLI
$380.8M
$243.2M
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$234.7M
$227.7M
$152.4M
$150.5M
$142.4M