Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$329,691
-$44,008 QoQ
Shares Held
2,458
-5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#325
of 517 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $4,836,802 across 6 Capital Markets names. HLI ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,655 | $1,673,817 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,285 | $1,410,346 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,018 | $610,846 | |
| 4 | MS |
Morgan Stanley
|
1,958 | $409,300 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,430 | $402,802 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
2,458 | $329,691 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,691 | 2,458 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $373,699 | 2,602 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $452,023 | 2,595 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $515,763 | 2,512 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $444,836 | 2,472 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $496,289 | 3,073 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $529,315 | 3,048 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $494,128 | 3,127 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $413,345 | 3,065 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $409,951 | 3,198 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $426,519 | 3,557 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $389,488 | 3,636 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $383,114 | 3,897 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $319,425 | 3,651 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $259,736 | 2,980 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $221,315 | 2,936 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $250,602 | 3,175 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $259,010 | 2,950 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $344,100 | 3,324 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $406,068 | 4,409 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $355,213 | 4,343 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $298,696 | 4,491 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $328,821 | 4,891 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $291,175 | 4,931 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $278,645 | 5,008 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $262,424 | 5,035 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||