Position in HLI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$909,267
+$160,720 QoQ
Shares Held
6,779
+30.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#240
of 514 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $9,062,397 across 3 Capital Markets names. HLI ranks #2 (10.0% of the industry book) .
All Filings in HLI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,267 | 6,779 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $748,547 | 5,212 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $751,107 | 4,312 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $885,339 | 4,312 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $775,944 | 4,312 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $696,388 | 4,312 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $1,011,048 | 5,822 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $919,992 | 5,822 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $785,154 | 5,822 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $746,322 | 5,822 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $698,116 | 5,822 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $567,414 | 5,297 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $451,439 | 4,592 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $337,623 | 3,859 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $279,696 | 3,209 | Shares | Other | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||