Strategic Wealth Investment Group, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1802365
LOUISVILLE, KY
Position in HLI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$704,168
-$164,343 QoQ
Shares Held
4,903
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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, 2026Strategic Wealth Investment Group, LLC holds $14,968,276 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,800 | $14,968,276 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $704,168 | 4,903 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $868,511 | 4,986 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,429,027 | 6,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,869 | 216 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,350,901 | 7,779 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,280,436 | 8,103 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,084,409 | 8,041 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||