Position in HLI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,308
+$3,786 QoQ
Shares Held
30
+900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Sachetta, LLC holds $344,627 across 10 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
799 | $167,022 | |
| 2 | GS |
Goldman Sachs Group Inc
|
156 | $157,773 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
96 | $8,355 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
57 | $3,395 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
10 | $2,816 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
43 | $2,149 | |
| 7 | SF |
Stifel Financial Corp
|
30 | $2,093 | |
| 8 | EVR |
Evercore Inc.
|
2 | $682 |
All Filings in HLI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,308 | 30 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $522 | 3 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $615 | 3 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $539 | 3 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $484 | 3 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $520 | 3 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $474 | 3 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $404 | 3 | Shares | Defined | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||