Beverly Hills Private Wealth, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1965710
BEVERLY HILLS, CA
Position in HLI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$342,677
-$247,000 QoQ
Shares Held
2,386
-16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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, 2026Beverly Hills Private Wealth, LLC holds $18,864,676 across 4 Capital Markets names.
All Filings in HLI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,677 | 2,386 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $589,677 | 2,872 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $548,666 | 3,049 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $562,827 | 3,485 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $654,003 | 3,766 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $720,096 | 4,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $721,230 | 5,348 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $755,038 | 5,890 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $770,421 | 6,425 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $799,007 | 7,459 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,526,655 | 15,529 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $683,296 | 7,810 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $565,319 | 6,486 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||