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Disclosery

Hughes Financial Services, LLC: IBTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hughes Financial Services, LLC on IBTG, newest first. How the timeline and the estimate are built.

Hughes Financial Services, LLC held 80,018 IBTG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,018 shares
    Change vs previous 13F -7,876 shares

    0.24% of the 13F portfolio, value $1,831,612.

    13F-HR 0002054465-26-000003 filed by Hughes Financial Services, LLC
    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 87,894 shares
    Change vs previous 13F -14,372 shares

    0.31% of the 13F portfolio, value $2,014,091.

    13F-HR 0002054465-26-000002 filed by Hughes Financial Services, LLC
    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 102,266 shares
    Change vs previous 13F -194 shares

    0.37% of the 13F portfolio, value $2,339,335.

    13F-HR 0002054465-26-000001 filed by Hughes Financial Services, LLC
    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 102,460 shares
    Change vs previous 13F +4,090 shares

    0.37% of the 13F portfolio, value $2,345,309.

    13F-HR 0002054465-25-000005 filed by Hughes Financial Services, LLC
    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 98,370 shares
    Change vs previous 13F +3,211 shares

    0.39% of the 13F portfolio, value $2,248,738.

    13F-HR 0002054465-25-000004 filed by Hughes Financial Services, LLC
    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 95,159 shares
    Change vs previous 13F +3,778 shares

    0.43% of the 13F portfolio, value $2,176,286.

    13F-HR 0002054465-25-000002 filed by Hughes Financial Services, LLC
    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 91,381 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,084,401.

    13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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