HOWARD FINANCIAL SERVICES, LTD.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWARD FINANCIAL SERVICES, LTD. on IVV, newest first. How the timeline and the estimate are built.

HOWARD FINANCIAL SERVICES, LTD. held 7,299 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

period ended2026-06-30
13F 7,299 shares
Change vs previous 13F +432 shares
0.55% of the 13F portfolio, value $5,466,355.
13F-HR 0001768130-26-000003 filed by HOWARD FINANCIAL SERVICES, LTD.
Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,867 shares
Change vs previous 13F +282 shares
0.51% of the 13F portfolio, value $4,485,375.
13F-HR 0001768130-26-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,585 shares
Change vs previous 13F +46 shares
0.53% of the 13F portfolio, value $4,510,166.
13F-HR 0001768130-26-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,539 shares
Change vs previous 13F +19 shares
0.54% of the 13F portfolio, value $4,376,456.
13F-HR 0001768130-25-000006 filed by HOWARD FINANCIAL SERVICES, LTD.
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,520 shares
Change vs previous 13F -723 shares
0.53% of the 13F portfolio, value $4,048,478.
13F-HR 0001768130-25-000004 filed by HOWARD FINANCIAL SERVICES, LTD.
Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 7,243 shares
Change vs previous 13F +19 shares
0.55% of the 13F portfolio, value $4,069,919.
13F-HR 0001768130-25-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 7,224 shares
Change vs previous 13F +2,446 shares
0.58% of the 13F portfolio, value $4,252,758.
13F-HR 0001768130-25-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,778 shares
Change vs previous 13F not available
0.4% of the 13F portfolio, value $2,756,123.
13F-HR 0001768130-24-000008 filed by HOWARD FINANCIAL SERVICES, LTD.
Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).