Position in HLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,146
-$8,481 QoQ
Shares Held
16
-78.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#481
of 514 holders
Holding Since
Mar 2025
6 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, 2026CVA Family Office, LLC holds $4,583,386 across 24 Capital Markets names. HLI ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,641 | $1,806,314 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,313 | $1,327,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,211 | $757,628 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
3,986 | $346,941 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,649 | $165,361 | |
| 6 | EVR |
Evercore Inc.
|
108 | $36,875 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
76 | $21,407 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
355 | $17,742 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,146 | 16 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,627 | 74 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $870 | 5 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,026 | 5 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $899 | 5 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $807 | 5 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||