Alpine Bank Wealth Management
BankPosition in HLI — Houlihan Lokey, Inc.
CIK 1974910
GRAND JUNCTION, CO
Position in HLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,693
-$8,329 QoQ
Shares Held
117
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#427
of 514 holders
Holding Since
Sep 2024
5 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 Jun 30, 2026Alpine Bank Wealth Management holds $3,720,615 across 4 Capital Markets names. HLI ranks #4 (0.4% of the industry book) .
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,693 | 117 | Shares | Other | 2026-08-07 | |
| 2025-09-30 | $24,022 | 117 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $21,054 | 117 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $18,895 | 117 | Shares | Other | 2025-04-23 | |
| 2024-09-30 | $28,759 | 182 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||