Hughes Financial Services, LLC: IBTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hughes Financial Services, LLC on IBTI, newest first. How the timeline and the estimate are built.
Hughes Financial Services, LLC held 103,191 IBTI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 103,191 sharesChange vs previous 13F +3,221 shares
0.3% of the 13F portfolio, value $2,284,649.
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 99,970 sharesChange vs previous 13F +1,226 shares
0.34% of the 13F portfolio, value $2,227,632.
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 98,744 sharesChange vs previous 13F -403 shares
0.35% of the 13F portfolio, value $2,208,410.
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 99,147 sharesChange vs previous 13F +4,152 shares
0.35% of the 13F portfolio, value $2,216,431.
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 94,995 sharesChange vs previous 13F +3,585 shares
0.36% of the 13F portfolio, value $2,119,814.
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 91,410 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $2,029,302.
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).