Position in HLI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$938
-$1,790 QoQ
Shares Held
7
-63.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#499
of 514 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $88,571 across 7 Capital Markets names. HLI ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
424 | $42,518 | |
| 2 | MS |
Morgan Stanley
|
156 | $32,610 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
15 | $4,225 | |
| 4 | GS |
Goldman Sachs Group Inc
|
4 | $4,045 | |
| 5 | EVR |
Evercore Inc.
|
7 | $2,390 | |
| 6 | SCHW |
Schwab Charles Corp
|
20 | $1,845 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
7 | $938 |
All Filings in HLI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,728 | 19 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $3,419 | 19 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,069 | 104 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,556 | 32 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||