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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

HLNE holding history

Hamilton Lane INC in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HLNE overviewAll 13F holders of HLNEFull Q2 2026 holdings

Shares (Q2 2026)
158
Value
$12.5K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2022
Holdings of HLNE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026158$12.5K<0.1%+79+100.0%AddedHolders
Q1 202679$7.85K<0.1%−788−90.9%ReducedHolders
Q4 2025867$116.4K<0.1%+763+733.7%AddedHolders
Q3 2025104$14.0K<0.1%−67−39.2%ReducedHolders
Q2 2025171$24.3K<0.1%+10+6.2%AddedHolders
Q1 2025161$23.9K<0.1%00.0%UnchangedHolders
Q4 2024161$23.8K<0.1%00.0%UnchangedHolders
Q3 2024161$27.1K<0.1%00.0%UnchangedHolders
Q2 2024161$19.9K<0.1%+92+133.3%AddedHolders
Q1 202469$7.92K<0.1%00.0%UnchangedHolders
Q4 202369$7.83K<0.1%+32+86.5%AddedHolders
Q3 202337$3.35K<0.1%+37NewHolders
Q2 20220$00.0%−42−100.0%Sold outHolders
Q1 202242$3.00K<0.1%+42NewHolders