Houlihan Financial Resource Group, Ltd. historic quarter change: Foreign Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Houlihan Financial Resource Group, Ltd. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802879), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | United States | $0.257B | 80 |
| AXA S.A. | France | $0.256B | 86 |
| GATE CITY CAPITAL MANAGEMENT, LLC | United States | $0.257B | 16 |
| HILLMAN CO | United States | $0.257B | 14 |
| Corigliano Investment Advisers, LLC | United States | $0.256B | 37 |
| ADW Capital Management, LLC | United States | $0.257B | 11 |
| Cruiser Capital Advisors, LLC | United States | $0.257B | 53 |
| TOWLE & CO | United States | $0.257B | 54 |
| Trueblood Wealth Management, LLC | United States | $0.256B | 256 |
| Peirce Capital Management, LLC | United States | $0.256B | 43 |