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Houlihan Financial Resource Group, Ltd.: IBDU position timeline

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

Houlihan Financial Resource Group, Ltd. held 232,703 IBDU 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 232,703 shares
    Change vs previous 13F +9,538 shares

    1.92% of the 13F portfolio, value $5,389,391.

    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 223,165 shares
    Change vs previous 13F +4,233 shares

    2.02% of the 13F portfolio, value $5,190,799.

    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 218,932 shares
    Change vs previous 13F +122,602 shares

    1.95% of the 13F portfolio, value $5,135,693.

    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 96,330 shares
    Change vs previous 13F -106,570 shares

    1.99% of the 13F portfolio, value $2,260,865.

    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 202,900 shares
    Change vs previous 13F +952 shares

    1.96% of the 13F portfolio, value $4,728,000.

    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 201,948 shares
    Change vs previous 13F -2,098 shares

    2.1% of the 13F portfolio, value $4,671,000.

    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 204,046 shares
    Change vs previous 13F +15,552 shares

    1.98% of the 13F portfolio, value $4,652,000.

    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 188,494 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $4,431,000.

    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).