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Houlihan Financial Resource Group, Ltd.: IBDV position timeline

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

Houlihan Financial Resource Group, Ltd. held 216,089 IBDV 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 216,089 shares
    Change vs previous 13F +11,539 shares

    1.68% of the 13F portfolio, value $4,710,730.

    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 204,550 shares
    Change vs previous 13F +7,202 shares

    1.74% of the 13F portfolio, value $4,477,607.

    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 197,348 shares
    Change vs previous 13F +118,298 shares

    1.66% of the 13F portfolio, value $4,362,686.

    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 79,050 shares
    Change vs previous 13F -57,891 shares

    1.54% of the 13F portfolio, value $1,750,958.

    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 136,941 shares
    Change vs previous 13F +6,652 shares

    1.24% of the 13F portfolio, value $3,003,000.

    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 130,289 shares
    Change vs previous 13F +7,837 shares

    1.27% of the 13F portfolio, value $2,830,000.

    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 122,452 shares
    Change vs previous 13F +33,452 shares

    1.12% of the 13F portfolio, value $2,616,000.

    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 89,000 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,973,000.

    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).