Fourth Dimension Wealth, LLC
- SEC CIK
- 0002056691
- Latest filing
- Jul 31, 2026
HLI holding history
Houlihan Lokey, Inc. in every 13F filed by Fourth Dimension Wealth, 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)
- 22
- Value
- $2.95K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | $2.95K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 22 | $3.16K | <0.1% | −1,153−98.1% | Reduced | Holders |
| Q4 2025 | 1,175 | $204.6K | 0.1% | −23−1.9% | Reduced | Holders |
| Q3 2025 | 1,198 | $245.9K | 0.1% | +300+33.4% | Added | Holders |
| Q2 2025 | 898 | $161.6K | 0.1% | +898 | New | Holders |