Skip to content
Disclosery

Houlihan Financial Resource Group, Ltd.: JEPI position timeline

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

Houlihan Financial Resource Group, Ltd. held 45,023 JEPI 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 45,023 shares
    Change vs previous 13F +1,696 shares

    0.91% of the 13F portfolio, value $2,542,897.

    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 43,327 shares
    Change vs previous 13F +2,247 shares

    0.96% of the 13F portfolio, value $2,455,739.

    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 41,080 shares
    Change vs previous 13F +33,355 shares

    0.9% of the 13F portfolio, value $2,377,437.

    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 7,725 shares
    Change vs previous 13F -1,175 shares

    0.39% of the 13F portfolio, value $441,098.

    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 8,900 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $503,000.

    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).