Pinnacle Wealth Planning Services, Inc.
Position in HLI — Houlihan Lokey, Inc.
CIK 1726752
MANSFIELD, OH
Position in HLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,316
-$4,035 QoQ
Shares Held
62
-27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#446
of 514 holders
Holding Since
Dec 2020
5 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,752,047 across 33 Capital Markets names. HLI ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,372 | $1,387,599 | |
| 2 | MS |
Morgan Stanley
|
5,270 | $1,101,640 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,002 | $553,804 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,377 | $387,873 | |
| 5 | MARA |
MARA Holdings, Inc.
|
26,367 | $366,237 | |
| 6 | NMR |
Nomura Holdings Inc
|
27,297 | $239,667 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,842 | $214,713 | |
| 8 | SNEX |
StoneX Group Inc.
|
2,614 | $206,545 |
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,316 | 62 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,351 | 86 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,541 | 72 | Shares | Sole | 2026-02-13 | |
| 2023-03-31 | $208,487 | 2,383 | Shares | Sole | 2023-05-03 | |
| 2020-12-31 | $1,882 | 28 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||