Position in HLI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$215,949
-$15,279 QoQ
Shares Held
1,610
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#369
of 514 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Serenus Wealth Advisors, LLC holds $215,949 across 1 Capital Markets name. HLI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
1,610 | $215,949 |
All Filings in HLI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,949 | 1,610 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $231,228 | 1,610 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $280,445 | 1,610 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $330,565 | 1,610 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $289,719 | 1,610 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $260,015 | 1,610 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $279,592 | 1,610 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||