Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,840
New position
Shares Held
51
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#452
of 514 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Tidemark, LLC holds $162,000 across 8 Capital Markets names. HLI ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
61 | $61,693 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
349 | $30,376 | |
| 3 | EVR |
Evercore Inc.
|
68 | $23,217 | |
| 4 | IREN |
IREN Ltd
|
300 | $13,719 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
106 | $10,629 | |
| 6 | MS |
Morgan Stanley
|
50 | $10,452 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
51 | $6,840 | |
| 8 | SCHW |
Schwab Charles Corp
|
55 | $5,074 |
All Filings in HLI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,840 | 51 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||