Sound Income Strategies, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1730960 Ft Lauderdale, FL

Position in HLI

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$3,734

-$794 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $1,955,283 across 4 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,927	$611,860
2	GS	Goldman Sachs Group Inc	563	$569,401
3	SCHW	Schwab Charles Corp	5,939	$547,991
4	HOOD	Robinhood Markets, Inc.	2,254	$226,031

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,734	26	0.0%	Shares	Sole	2026-04-27
2025-12-31	$4,528	26	+420.0%	Shares	Sole	2026-01-21
2020-12-31	$336	5	0.0%	Shares	Sole	2021-01-11
2020-09-30	$295	5	0.0%	Shares	Sole	2020-10-08
2020-06-30	$278	5	0.0%	Shares	Sole	2020-07-13
2020-03-31	$260	5	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.