Fourth Dimension Wealth, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in HLI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,950
-$209 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
of 514 holders
Holding Since
Jun 2025
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, 2026Fourth Dimension Wealth, LLC holds $459,581 across 7 Capital Markets names. HLI ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,987 | $347,028 | |
| 2 | SCHW |
Schwab Charles Corp
|
342 | $31,556 | |
| 3 | MS |
Morgan Stanley
|
134 | $28,011 | |
| 4 | GS |
Goldman Sachs Group Inc
|
24 | $24,272 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
47 | $13,238 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
200 | $12,526 | |
| 7 | HLI |
Houlihan Lokey, Inc.
This page
|
22 | $2,950 |
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,950 | 22 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,159 | 22 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $204,673 | 1,175 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $245,973 | 1,198 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $161,595 | 898 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||