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Equibles

Keebeck Wealth Management

Position in HLNE — Hamilton Lane INC

CIK 1803675 Chicago, IL
Back to HLNE Full portfolio

Position in HLNE

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$393,677
-$602,311 QoQ
Shares Held
4,994
-50.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#219
of 381 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HLNE Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Keebeck Wealth Management holds $12,618,997 across 8 Asset Management names. HLNE ranks #4 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BCAT
BlackRock Capital Allocation Term Trust
 351,976 $5,606,977
2 STT
State Street Corp
 27,079 $4,592,598
3 STEP
StepStone Group Inc.
 20,889 $863,969
4 HLNE
Hamilton Lane INC
This page 		4,994 $393,677
5 BX
Blackstone Inc.
 2,607 $306,765
6 APO
Apollo Global Management, Inc.
 2,558 $302,636
7 CG
Carlyle Group Inc.
 6,955 $292,875
8 BN
BROOKFIELD Corp /ON/
 6,093 $259,500

All Filings in HLNE

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $393,677 4,994
2026-03-31 $995,988 10,020
2025-12-31 $1,345,786 10,020
2025-09-30 $1,646,459 12,215
2025-06-30 $1,785,737 12,565
2025-03-31 $1,883,648 12,670
2024-12-31 $1,889,118 12,760
2024-09-30 $2,162,969 12,845
2024-06-30 $1,657,454 13,412
2024-03-31 $2,001,941 17,754
2023-12-31 $1,922,581 16,948
2023-09-30 $1,212,438 13,406
2023-06-30 $967,758 12,100
2023-03-31 $394,017 5,326