Skip to content
Disclosery

Houlihan Financial Resource Group, Ltd.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Houlihan Financial Resource Group, Ltd. on BIV, newest first. How the timeline and the estimate are built.

Houlihan Financial Resource Group, Ltd. held 33,617 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,617 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $2,578,481.

    13F-HR 0001802879-26-000003 filed by Houlihan Financial Resource Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,617 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $2,594,569.

    13F-HR 0001802879-26-000002 filed by Houlihan Financial Resource Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,617 shares
    Change vs previous 13F +18,887 shares

    1% of the 13F portfolio, value $2,617,923.

    13F-HR 0001802879-26-000001 filed by Houlihan Financial Resource Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,730 shares
    Change vs previous 13F -19,389 shares

    1.01% of the 13F portfolio, value $1,150,266.

    13F-HR 0001802879-25-000006 filed by Houlihan Financial Resource Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,119 shares
    Change vs previous 13F -60 shares

    1.09% of the 13F portfolio, value $2,632,000.

    13F-HR 0001802879-25-000004 filed by Houlihan Financial Resource Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,179 shares
    Change vs previous 13F -509 shares

    1.18% of the 13F portfolio, value $2,617,000.

    13F-HR 0001802879-25-000003 filed by Houlihan Financial Resource Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,688 shares
    Change vs previous 13F +310 shares

    1.11% of the 13F portfolio, value $2,592,000.

    13F-HR 0001802879-25-000001 filed by Houlihan Financial Resource Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,378 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,694,000.

    13F-HR 0002043468-24-000002 filed by Houlihan Financial Resource Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).