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Formidable Asset Management, LLC

SEC CIK
0001592613
Latest filing
Jul 17, 2026

HLI holding history

Houlihan Lokey, Inc. in every 13F filed by Formidable Asset Management, 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 Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2021
Holdings of HLI by Formidable Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−2,830−100.0%Sold outHolders
Q4 20222,830$247.0K0.1%−3,000−51.5%ReducedHolders
Q3 20225,830$440.0K0.1%+138+2.4%AddedHolders
Q2 20225,692$449.0K0.1%+1,810+46.6%AddedHolders
Q1 20223,882$341.0K0.1%+242+6.6%AddedHolders
Q4 20213,640$377.0K0.1%−437−10.7%ReducedHolders
Q3 20214,077$375.0K0.1%+4,077NewHolders