Houlihan Lokey Inc cl a shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Houlihan Lokey Inc cl a
Tip: Access up to 7 years of quarterly data
All positions including Houlihan Lokey Inc cl a held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Houlihan Lokey Inc cl a by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 28k | 205.32 |
| 2025-06-30 | $5.3M | 29k | 179.95 |
| 2025-03-31 | $4.8M | 30k | 161.50 |
| 2024-12-31 | $5.1M | 30k | 173.66 |
| 2024-09-30 | $7.1M | 45k | 158.02 |
| 2024-06-30 | $6.1M | 45k | 134.86 |
| 2024-03-31 | $6.1M | 48k | 128.19 |
| 2023-09-30 | $5.2M | 48k | 107.12 |
| 2023-06-30 | $4.7M | 48k | 98.31 |
| 2023-03-31 | $4.2M | 48k | 87.49 |
| 2022-12-31 | $3.9M | 45k | 87.16 |
| 2022-09-30 | $3.4M | 45k | 75.38 |
| 2022-06-30 | $3.4M | 43k | 78.94 |
| 2022-03-31 | $3.6M | 41k | 87.81 |
| 2021-12-31 | $4.1M | 40k | 103.51 |
| 2021-09-30 | $3.8M | 41k | 92.11 |
| 2021-06-30 | $3.3M | 41k | 81.80 |
| 2021-03-31 | $2.7M | 40k | 66.52 |
| 2020-12-31 | $2.6M | 39k | 67.24 |
| 2020-09-30 | $2.3M | 39k | 59.05 |
More positions owned by Walled Lake Planning & Wealth Management
View all positions for Walled Lake Planning & Wealth Management