HOWARD FINANCIAL SERVICES, LTD.: SPY position timeline

HOWARD FINANCIAL SERVICES, LTD. held 23,788 SPY 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 23,788 shares

   Change vs previous 13F +69 shares

   1.77% of the 13F portfolio, value $17,763,900.

   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).

2. period ended2026-03-31

   13F 23,719 shares

   Change vs previous 13F -827 shares

   1.74% of the 13F portfolio, value $15,425,198.

   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).

3. period ended2025-12-31

   13F 24,546 shares

   Change vs previous 13F +673 shares

   1.96% of the 13F portfolio, value $16,738,639.

   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).

4. period ended2025-09-30

   13F 23,873 shares

   Change vs previous 13F +23 shares

   1.95% of the 13F portfolio, value $15,903,924.

   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).

5. period ended2025-06-30

   13F 23,850 shares

   Change vs previous 13F +717 shares

   1.94% of the 13F portfolio, value $14,735,548.

   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).

6. period ended2025-03-31

   13F 23,133 shares

   Change vs previous 13F +856 shares

   1.76% of the 13F portfolio, value $12,940,416.

   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).

7. period ended2024-12-31

   13F 22,277 shares

   Change vs previous 13F +383 shares

   1.78% of the 13F portfolio, value $13,056,316.

   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).

8. period ended2024-09-30

   13F 21,894 shares

   Change vs previous 13F not available

   1.81% of the 13F portfolio, value $12,562,160.

   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).