Position in HLI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,120
-$1,651 QoQ
Shares Held
68
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 514 holders
Holding Since
Jun 2022
17 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, 2026Bogart Wealth, LLC holds $7,241,110 across 25 Capital Markets names. HLI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,591 | $6,665,939 | |
| 2 | MS |
Morgan Stanley
|
1,055 | $220,537 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
1,929 | $193,440 | |
| 4 | IREN |
IREN Ltd
|
1,008 | $46,095 | |
| 5 | SCHW |
Schwab Charles Corp
|
359 | $33,124 | |
| 6 | PIPR |
Piper Sandler Companies
|
320 | $23,148 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
727 | $19,876 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
68 | $9,120 |
All Filings in HLI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,120 | 68 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,771 | 75 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,148 | 64 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $14,783 | 72 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,956 | 72 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $24,548 | 152 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,503 | 72 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,639 | 61 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,226 | 61 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,819 | 61 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,314 | 61 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,534 | 61 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,996 | 61 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,336 | 61 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $697 | 8 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $603 | 8 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,762 | 35 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||