Position in HLI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$250,688
-$17,737 QoQ
Shares Held
1,869
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#350
of 514 holders
Holding Since
Mar 2026
2 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, 2026Sun Group Wealth Partners holds $885,828 across 2 Capital Markets names. HLI ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
628 | $635,140 | |
| 2 | HLI |
Houlihan Lokey, Inc.
This page
|
1,869 | $250,688 |
All Filings in HLI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,688 | 1,869 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $268,425 | 1,869 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||