Position in HLI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,609
-$114 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#488
of 514 holders
Holding Since
Mar 2024
10 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, 2026DiNuzzo Private Wealth, Inc. holds $159,464 across 20 Capital Markets names. HLI ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
420 | $87,796 | |
| 2 | GS |
Goldman Sachs Group Inc
|
25 | $25,284 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
102 | $10,228 | |
| 4 | SCHW |
Schwab Charles Corp
|
83 | $7,658 | |
| 5 | PIPR |
Piper Sandler Companies
|
96 | $6,944 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
16 | $4,506 | |
| 7 | SF |
Stifel Financial Corp
|
34 | $2,372 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
25 | $2,176 |
All Filings in HLI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609 | 12 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,723 | 12 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,090 | 12 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,669 | 13 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,339 | 13 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,099 | 13 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,083 | 12 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,896 | 12 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,618 | 12 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,281 | 10 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||