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Houlihan Financial Resource Group, Ltd.: QUAL position timeline

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

Houlihan Financial Resource Group, Ltd. held 16,329 QUAL 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 16,329 shares
    Change vs previous 13F +1,145 shares

    1.28% of the 13F portfolio, value $3,583,138.

    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 15,184 shares
    Change vs previous 13F +587 shares

    1.14% of the 13F portfolio, value $2,912,495.

    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 14,597 shares
    Change vs previous 13F +9,209 shares

    1.11% of the 13F portfolio, value $2,920,931.

    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 5,388 shares
    Change vs previous 13F -6,147 shares

    0.92% of the 13F portfolio, value $1,047,966.

    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 11,535 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,115,000.

    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).