Annis Gardner Whiting Capital Advisors, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1998414
TAMPA, FL
Position in HLI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$33,894
+$13,688 QoQ
Shares Held
236
+103.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $7,374,415 across 3 Capital Markets names.
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,894 | 236 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,206 | 116 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,159 | 30 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,234 | 118 | Shares | Sole | 2025-08-11 | |
| 2024-06-30 | $12,137 | 90 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,614 | 75 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||