Position in HLNE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$217,288
-$91,625 QoQ
Shares Held
2,186
-5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HLNE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,931,362 across 10 Asset Management names. HLNE ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
2,023 | $899,021 | |
| 2 | BLK |
BlackRock, Inc.
|
825 | $793,410 | |
| 3 | WT |
WisdomTree, Inc.
|
28,413 | $413,693 | |
| 4 | ARES |
Ares Management Corp
|
3,615 | $394,396 | |
| 5 | BX |
Blackstone Inc.
|
3,363 | $386,711 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,939 | $264,921 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
3,597 | $224,992 | |
| 8 | HLNE |
Hamilton Lane INC
This page
|
2,186 | $217,288 |
All Filings in HLNE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,288 | 2,186 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $308,913 | 2,300 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $301,794 | 2,239 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $364,537 | 2,565 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $464,891 | 3,127 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $488,268 | 3,298 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $619,338 | 3,678 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $463,054 | 3,747 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $437,734 | 3,882 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $478,716 | 4,220 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $363,930 | 4,024 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $317,360 | 3,968 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $287,560 | 3,887 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $234,311 | 3,668 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $222,345 | 3,730 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $260,994 | 3,885 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $301,585 | 3,902 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $319,149 | 3,080 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $251,067 | 2,960 | Shares | Defined | 2021-11-18 | |
| No filing history on record for this holder in this stock. | ||||||