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Houlihan Financial Resource Group, Ltd.: IBDT position timeline

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

Houlihan Financial Resource Group, Ltd. held 230,329 IBDT 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 230,329 shares
    Change vs previous 13F +6,464 shares

    2.07% of the 13F portfolio, value $5,815,793.

    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 223,865 shares
    Change vs previous 13F +4,602 shares

    2.21% of the 13F portfolio, value $5,670,504.

    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 219,263 shares
    Change vs previous 13F +122,203 shares

    2.13% of the 13F portfolio, value $5,590,063.

    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 97,060 shares
    Change vs previous 13F -107,660 shares

    2.18% of the 13F portfolio, value $2,476,971.

    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 204,720 shares
    Change vs previous 13F +1,353 shares

    2.15% of the 13F portfolio, value $5,197,000.

    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 203,367 shares
    Change vs previous 13F -3,799 shares

    2.31% of the 13F portfolio, value $5,137,000.

    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 207,166 shares
    Change vs previous 13F +14,552 shares

    2.2% of the 13F portfolio, value $5,158,000.

    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 192,614 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,917,000.

    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).