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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HLI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HLI Position History
Houlihan Lokey, Inc. • Financial Services
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.6M |
| Q4 2025 | $5.3M |
| Q1 2026 | $3.7M |
| Q2 2026 | $4.2M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 37.3K | — | — |
| Q2 2026 | $4.2M | 31.0K | — | — |
| Q1 2026 | $3.7M | 26.3K | — | — |
| Q4 2025 | $5.3M | 28.9K | — | — |
| Q3 2025 | $5.6M | 28.8K | — | — |
Other funds holding HLI
$380.8M
$243.2M
$234.7M
$234.7M
$227.7M
$152.4M
$150.5M
$142.4M