Position in HLI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,949
-$987 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 514 holders
Holding Since
Mar 2023
14 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, 2026HHM Wealth Advisors, LLC holds $1,273,370 across 11 Capital Markets names. HLI ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,112 | $379,414 | |
| 2 | GS |
Goldman Sachs Group Inc
|
320 | $323,638 | |
| 3 | MS |
Morgan Stanley
|
1,173 | $245,203 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,611 | $161,551 | |
| 5 | IREN |
IREN Ltd
|
2,665 | $121,870 | |
| 6 | LAZ |
Lazard, Inc.
|
410 | $17,195 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
104 | $13,949 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
125 | $7,828 |
All Filings in HLI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,949 | 104 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,936 | 104 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $18,115 | 104 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $21,353 | 104 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,714 | 104 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,796 | 104 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $18,060 | 104 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,434 | 104 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,025 | 104 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,331 | 104 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,470 | 104 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $11,140 | 104 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,224 | 104 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,098 | 104 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||