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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

HLI holding history

Houlihan Lokey, Inc. in every 13F filed by Beacon Pointe Advisors, 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 (Q2 2026)
2,443
Value
$327.7K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2023
Holdings of HLI by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,443$327.7K<0.1%−1,153−32.1%ReducedHolders
Q1 20263,596$516.5K<0.1%+1,542+75.1%AddedHolders
Q4 20252,054$357.8K<0.1%−89−4.2%ReducedHolders
Q3 20252,143$440.0K<0.1%+2,143NewHolders
Q2 20240$00.0%−1,788−100.0%Sold outHolders
Q1 20241,788$229.2K<0.1%−1,163−39.4%ReducedHolders
Q4 20232,951$353.9K<0.1%−884−23.1%ReducedHolders
Q3 20233,835$410.8K<0.1%+3,835NewHolders