Hughes Financial Services, LLC: IBTH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hughes Financial Services, LLC on IBTH, newest first. How the timeline and the estimate are built.
Hughes Financial Services, LLC held 102,916 IBTH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 102,916 sharesChange vs previous 13F +2,680 shares
0.31% of the 13F portfolio, value $2,302,231.
13F-HR 0002054465-26-000003 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 100,236 sharesChange vs previous 13F -49 shares
0.35% of the 13F portfolio, value $2,248,293.
13F-HR 0002054465-26-000002 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 100,285 sharesChange vs previous 13F -191 shares
0.35% of the 13F portfolio, value $2,253,404.
13F-HR 0002054465-26-000001 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 100,476 sharesChange vs previous 13F +4,143 shares
0.36% of the 13F portfolio, value $2,257,194.
13F-HR 0002054465-25-000005 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 96,333 sharesChange vs previous 13F +2,820 shares
0.37% of the 13F portfolio, value $2,160,268.
13F-HR 0002054465-25-000004 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 93,513 sharesChange vs previous 13F +4,457 shares
0.41% of the 13F portfolio, value $2,092,821.
13F-HR 0002054465-25-000002 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 89,056 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $1,976,749.
13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).