Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,694
-$332 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 514 holders
Holding Since
Dec 2024
7 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $225,081 across 7 Capital Markets names. HLI ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMNR |
Bitmine Immersion Technologies, Inc.
|
13,082 | $174,121 | |
| 2 | SCHW |
Schwab Charles Corp
|
263 | $24,267 | |
| 3 | MS |
Morgan Stanley
|
51 | $10,661 | |
| 4 | GS |
Goldman Sachs Group Inc
|
8 | $8,090 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
35 | $4,694 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
25 | $2,507 | |
| 7 | WULF |
Terawulf Inc.
|
30 | $741 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,694 | 35 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,026 | 35 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,096 | 35 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,186 | 35 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,298 | 35 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,652 | 35 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,078 | 35 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||