Position in HLI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,219,621
-$259,600 QoQ
Shares Held
8,492
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Richard Bernstein Advisors LLC holds $5,542,946 across 4 Capital Markets names. HLI ranks #4 (22.0% of the industry book) .
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,219,621 | 8,492 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,479,221 | 8,492 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,942,121 | 9,459 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,191,935 | 23,295 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,100,969 | 25,393 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,579,066 | 26,368 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,166,671 | 26,368 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,555,988 | 26,368 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,379,729 | 26,365 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,161,427 | 26,365 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,822,504 | 26,349 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||