Houlihan Lokey Inc cl a shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Houlihan Lokey Inc cl a
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Quarterly reported holdings in Houlihan Lokey Inc cl a by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.4k | 205.37 |
| 2025-06-30 | $817k | 4.5k | 179.95 |
| 2025-03-31 | $701k | 4.3k | 161.50 |
| 2024-12-31 | $478k | 2.8k | 173.66 |
| 2024-09-30 | $388k | 2.5k | 158.02 |
| 2024-06-30 | $300k | 2.2k | 134.86 |
| 2024-03-31 | $268k | 2.1k | 128.19 |
| 2023-12-31 | $209k | 1.7k | 119.91 |
| 2023-06-30 | $3.5M | 35k | 98.31 |