Position in HLI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,059
-$712 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#110
of 151 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $5,894,402 across 18 Capital Markets names. HLI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
15,630 | $3,267,295 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,487 | $2,074,875 | |
| 3 | GS |
Goldman Sachs Group Inc
|
356 | $360,047 | |
| 4 | HIVE |
HIVE Digital Technologies Ltd.
|
20,000 | $72,800 | |
| 5 | SNEX |
StoneX Group Inc.
|
400 | $47,400 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
159 | $15,944 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
37 | $10,422 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
75 | $10,059 |
All Filings in HLI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,059 | 75 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,771 | 75 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,064 | 75 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,399 | 75 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,496 | 75 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $38,921 | 241 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $41,852 | 241 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $38,082 | 241 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||