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Benjamin Edwards Inc

SEC CIK
0001451623
Latest filing
Jul 24, 2026

HLI holding history

Houlihan Lokey, Inc. in every 13F filed by Benjamin Edwards Inc, 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 2026)
1,986
Value
$266.3K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of HLI by Benjamin Edwards Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,986$266.3K<0.1%+79+4.1%AddedHolders
Q1 20261,907$273.9K<0.1%−312−14.1%ReducedHolders
Q4 20252,219$386.5K<0.1%+304+15.9%AddedHolders
Q3 20251,915$393.2K<0.1%+1,915NewHolders
Q1 20250$00.0%−1,636−100.0%Sold outHolders
Q4 20241,636$284.1K<0.1%+88+5.7%AddedHolders
Q3 20241,548$244.6K<0.1%+1,539+17,100.0%AddedHolders
Q2 20249$1.00K<0.1%+9NewHolders
Q4 20210$00.0%−3,879−100.0%Sold outHolders
Q3 20213,879$357.0K0.2%−611−13.6%ReducedHolders
Q2 20214,490$367.0K0.3%+274+6.5%AddedHolders
Q1 20214,216$280.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.