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Houlihan Financial Resource Group, Ltd.: JCPB position timeline

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

Houlihan Financial Resource Group, Ltd. held 125,465 JCPB 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 125,465 shares
    Change vs previous 13F +4,951 shares

    2.1% of the 13F portfolio, value $5,889,317.

    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 120,514 shares
    Change vs previous 13F +5,444 shares

    2.21% of the 13F portfolio, value $5,673,787.

    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 115,070 shares
    Change vs previous 13F +77,845 shares

    2.07% of the 13F portfolio, value $5,456,892.

    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 37,225 shares
    Change vs previous 13F -41,760 shares

    1.55% of the 13F portfolio, value $1,770,049.

    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 78,985 shares
    Change vs previous 13F +5,200 shares

    1.54% of the 13F portfolio, value $3,707,000.

    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 73,785 shares
    Change vs previous 13F +1,630 shares

    1.56% of the 13F portfolio, value $3,471,000.

    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 72,155 shares
    Change vs previous 13F +16,310 shares

    1.42% of the 13F portfolio, value $3,324,000.

    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 55,845 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).