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Equitable Trust Co

SEC CIK
0000033250
Latest filing
Jul 23, 2026

HLI holding history

Houlihan Lokey, Inc. in every 13F filed by Equitable Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HLI overviewAll 13F holders of HLIFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2022
Holdings of HLI by Equitable Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,151−100.0%Sold outHolders
Q1 20252,151$347.4K<0.1%00.0%UnchangedHolders
Q4 20242,151$373.5K<0.1%−1,741−44.7%ReducedHolders
Q3 20243,892$615.0K<0.1%00.0%UnchangedHolders
Q2 20243,892$524.9K<0.1%00.0%UnchangedHolders
Q1 20243,892$498.9K<0.1%−3,547−47.7%ReducedHolders
Q4 20237,439$892.0K0.1%−120−1.6%ReducedHolders
Q3 20237,559$809.7K0.1%−1,162−13.3%ReducedHolders
Q2 20238,721$857.4K0.1%00.0%UnchangedHolders
Q1 20238,721$763.0K0.1%−1,069−10.9%ReducedHolders
Q4 20229,790$853.3K0.1%−4,070−29.4%ReducedHolders
Q3 202213,860$1.04M0.1%−628−4.3%ReducedHolders
Q2 202214,488$1.14M0.1%+10,092+229.6%AddedHolders
Q1 20224,396$386.0K<0.1%+4,396NewHolders