Skip to content
Disclosery

Houlihan Financial Resource Group, Ltd.: SDY position timeline

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

Houlihan Financial Resource Group, Ltd. held 38,635 SDY 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 38,635 shares
    Change vs previous 13F -457 shares

    2.1% of the 13F portfolio, value $5,879,466.

    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 39,092 shares
    Change vs previous 13F -281 shares

    2.22% of the 13F portfolio, value $5,705,126.

    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 39,373 shares
    Change vs previous 13F +21,481 shares

    2.15% of the 13F portfolio, value $5,641,400.

    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 17,892 shares
    Change vs previous 13F -22,225 shares

    2.2% of the 13F portfolio, value $2,505,752.

    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 40,117 shares
    Change vs previous 13F -513 shares

    2.27% of the 13F portfolio, value $5,467,000.

    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 40,630 shares
    Change vs previous 13F -1,368 shares

    2.48% of the 13F portfolio, value $5,513,000.

    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 41,998 shares
    Change vs previous 13F +51 shares

    2.37% of the 13F portfolio, value $5,548,000.

    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 41,947 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $5,958,000.

    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).