Ameliora Wealth Management Ltd.

Position in HLI — Houlihan Lokey, Inc.

CIK 1910168 ZURICH, V8

Position in HLI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$22,667

-$1,604 QoQ

Shares Held

169

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#416

of 514 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ameliora Wealth Management Ltd. holds $4,055,297 across 5 Capital Markets names. HLI ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,959	$2,992,643
2	IBKR	Interactive Brokers Group, Inc.	9,352	$813,998
3	MS	Morgan Stanley	724	$151,344
4	LPLA	LPL Financial Holdings Inc.	265	$74,645
5	HLI	Houlihan Lokey, Inc. This page	169	$22,667

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,667	169	0.0%	Shares	Sole	2026-07-24
2026-03-31	$24,271	169	0.0%	Shares	Sole	2026-04-23
2025-12-31	$29,438	169	0.0%	Shares	Sole	2026-01-21
2025-09-30	$34,699	169	0.0%	Shares	Sole	2025-11-12
2025-06-30	$30,411	169	0.0%	Shares	Sole	2025-07-23
2025-03-31	$27,293	169	0.0%	Shares	Sole	2025-04-15
2024-12-31	$29,348	169	0.0%	Shares	Sole	2025-01-28
2024-09-30	$26,705	169	0.0%	Shares	Sole	2024-10-11
2024-06-30	$22,791	169	0.0%	Shares	Sole	2024-07-16
2024-03-31	$21,664	169	0.0%	Shares	Sole	2024-04-16
2023-12-31	$20,264	169	0.0%	Shares	Sole	2024-01-10
2023-09-30	$18,103	169	0.0%	Shares	Sole	2023-10-10
2023-06-30	$16,614	169	0.0%	Shares	Sole	2023-07-10
2023-03-31	$14,785	169	0.0%	Shares	Sole	2023-04-17
2022-12-31	$14,730	169	0.0%	Shares	Sole	2023-02-06
2022-09-30	$12,739	169	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.