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HOWARD FINANCIAL SERVICES, LTD.: PEP position timeline

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

HOWARD FINANCIAL SERVICES, LTD. held 15,202 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,202 shares
    Change vs previous 13F -374 shares

    0.21% of the 13F portfolio, value $2,058,299.

    13F-HR 0001768130-26-000003 filed by HOWARD FINANCIAL SERVICES, 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 15,576 shares
    Change vs previous 13F -72 shares

    0.27% of the 13F portfolio, value $2,418,745.

    13F-HR 0001768130-26-000002 filed by HOWARD FINANCIAL SERVICES, 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 15,648 shares
    Change vs previous 13F -190 shares

    0.26% of the 13F portfolio, value $2,245,867.

    13F-HR 0001768130-26-000001 filed by HOWARD FINANCIAL SERVICES, 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 15,838 shares
    Change vs previous 13F -265 shares

    0.27% of the 13F portfolio, value $2,224,232.

    13F-HR 0001768130-25-000006 filed by HOWARD FINANCIAL SERVICES, 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 16,103 shares
    Change vs previous 13F -1,639 shares

    0.28% of the 13F portfolio, value $2,126,209.

    13F-HR 0001768130-25-000004 filed by HOWARD FINANCIAL SERVICES, 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 17,742 shares
    Change vs previous 13F +495 shares

    0.36% of the 13F portfolio, value $2,660,176.

    13F-HR 0001768130-25-000002 filed by HOWARD FINANCIAL SERVICES, 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 17,247 shares
    Change vs previous 13F +1,177 shares

    0.36% of the 13F portfolio, value $2,622,639.

    13F-HR 0001768130-25-000001 filed by HOWARD FINANCIAL SERVICES, 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 16,070 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,732,771.

    13F-HR 0001768130-24-000008 filed by HOWARD FINANCIAL SERVICES, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).