Position in HLNE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$553,558
-$74,609 QoQ
Shares Held
5,569
+19.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Gibbs Wealth Management holds $2,688,826 across 6 Asset Management names. HLNE ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
10,627 | $833,900 | |
| 2 | HLNE |
Hamilton Lane INC
This page
|
5,569 | $553,558 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,032 | $458,620 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
9,625 | $389,523 | |
| 5 | OXLC |
Oxford Lane Capital Corp.
|
23,295 | $227,825 | |
| 6 | ARES |
Ares Management Corp
|
2,066 | $225,400 |
All Filings in HLNE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,558 | 5,569 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $628,167 | 4,677 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $520,019 | 3,858 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $661,710 | 4,656 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $374,053 | 2,516 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||