Position in HLI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,901
-$418 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#459
of 517 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Asset Dedication, LLC holds $8,277,529 across 12 Capital Markets names. HLI ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,414 | $6,486,927 | |
| 2 | MS |
Morgan Stanley
|
7,200 | $1,505,088 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,611 | $240,916 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
124 | $10,792 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
30 | $8,450 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
74 | $7,420 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
44 | $5,901 | |
| 8 | IREN |
IREN Ltd
|
120 | $5,487 |
All Filings in HLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,901 | 44 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,319 | 44 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $7,664 | 44 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,034 | 44 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||