Cornerstone Planning Group LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in HLI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$7,511

-$2,829 QoQ

Shares Held

-22.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#452

of 518 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $492,108 across 23 Capital Markets names. HLI ranks #9 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	155	$156,762
2	MS	Morgan Stanley	704	$147,164
3	SCHW	Schwab Charles Corp	796	$73,446
4	HOOD	Robinhood Markets, Inc.	378	$37,905
5	IBKR	Interactive Brokers Group, Inc.	180	$15,667
6	NMR	Nomura Holdings Inc	1,411	$12,388
7	CRCL	Circle Internet Group, Inc.	153	$9,582
8	LPLA	LPL Financial Holdings Inc.	32	$9,013

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,511	56	-22.2%	Shares	Sole	2026-07-29
2026-03-31	$10,340	72	-64.4%	Shares	Sole	2026-05-06
2025-12-31	$35,186	202	+0.5%	Shares	Sole	2026-02-02
2025-09-30	$41,269	201	+179.2%	Shares	Sole	2025-11-04
2025-06-30	$12,956	72	-33.3%	Shares	Sole	2025-08-11
2025-03-31	$17,442	108	+66.2%	Shares	Sole	2025-04-30
2024-12-31	$11,287	65	-7.1%	Shares	Sole	2025-01-29
2024-09-30	$11,061	70	-27.1%	Shares	Sole	2024-11-05
2024-06-30	$12,946	96	-11.9%	Shares	Sole	2024-08-13
2024-03-31	$13,972	109	-1.8%	Shares	Sole	2024-05-07
2023-12-31	$13,310	111	-5.9%	Shares	Sole	2024-02-12
2023-09-30	$12,640	118	0.0%	Shares	Sole	2023-11-08
2023-06-30	$11,600	118	+87.3%	Shares	Sole	2023-08-15
2022-12-31	$5,491	63	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.