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Houlihan Financial Resource Group, Ltd.: IBDW position timeline

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

Houlihan Financial Resource Group, Ltd. held 186,267 IBDW 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 186,267 shares
    Change vs previous 13F +19,321 shares

    1.38% of the 13F portfolio, value $3,881,797.

    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 166,946 shares
    Change vs previous 13F +14,771 shares

    1.36% of the 13F portfolio, value $3,494,179.

    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 152,175 shares
    Change vs previous 13F +130,800 shares

    1.23% of the 13F portfolio, value $3,223,707.

    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 21,375 shares
    Change vs previous 13F +4,825 shares

    0.4% of the 13F portfolio, value $453,578.

    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 16,550 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $347,000.

    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).