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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

HLI holding history

Houlihan Lokey, Inc. in every 13F filed by CWM, LLC, 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 Q1 2026 holdings

Shares (Q1 2026)
7,946
Value
$1.14M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of HLI by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20267,946$1.14M<0.1%−2,320−22.6%ReducedHolders
Q4 202510,266$1.79M<0.1%−802−7.2%ReducedHolders
Q3 202511,068$2.27M<0.1%+1,826+19.8%AddedHolders
Q2 20259,242$1.66M<0.1%−52−0.6%ReducedHolders
Q1 20259,294$1.50M<0.1%−1,335−12.6%ReducedHolders
Q4 202410,629$1.85M<0.1%−1,139−9.7%ReducedHolders
Q3 202411,768$1.86M<0.1%−1,400−10.6%ReducedHolders
Q2 202413,168$1.78M<0.1%−1,262−8.7%ReducedHolders
Q1 202414,430$1.85M<0.1%−737−4.9%ReducedHolders
Q4 202315,167$1.82M<0.1%−1,587−9.5%ReducedHolders
Q3 202316,754$1.79M<0.1%−1,022−5.7%ReducedHolders
Q2 202317,776$1.75M<0.1%−988−5.3%ReducedHolders
Q1 202318,764$1.64M<0.1%−113−0.6%ReducedHolders
Q4 202218,877$1.65M<0.1%+134+0.7%AddedHolders
Q3 202218,743$1.41M<0.1%+15,547+486.5%AddedHolders
Q2 20223,196$252.0K<0.1%+551+20.8%AddedHolders
Q1 20222,645$232.0K<0.1%+1,275+93.1%AddedHolders
Q4 20211,370$142.0K<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202128$2.00K<0.1%00.0%UnchangedHolders
Q1 202128$2.00K<0.1%––Holders

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