WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1812177
HIGHLAND PARK, IL
Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,872,333
-$207,480 QoQ
Shares Held
28,870
+1.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#139
of 517 holders
Holding Since
Sep 2020
24 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $4,225,967 across 2 Capital Markets names. HLI ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
28,870 | $3,872,333 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
3,116 | $353,634 |
All Filings in HLI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,872,333 | 28,870 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,079,813 | 28,407 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,877,320 | 28,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,744,237 | 27,977 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,294,308 | 29,421 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,758,920 | 29,467 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,143,809 | 29,620 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,114,850 | 45,025 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,095,537 | 45,199 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,101,715 | 47,599 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,773,666 | 48,150 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,178,073 | 48,339 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,694,105 | 47,748 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,162,074 | 47,572 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,917,842 | 44,950 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,387,803 | 44,943 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,383,650 | 42,869 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,567,577 | 40,633 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,127,445 | 39,871 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,799,769 | 41,257 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,321,573 | 40,611 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,670,775 | 40,156 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,643,685 | 39,323 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $2,295,096 | 38,867 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||