Advertisement
Screener

Houlihan Financial Resource Group, Ltd. Historic Quarter Change: USA Funds, Sold Out

Houlihan Financial Resource Group, Ltd. historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 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 NameCountry13F ValueHoldings
Eagle Bluffs Wealth Management LLCUnited States$0.257B80
AXA S.A.France$0.256B86
GATE CITY CAPITAL MANAGEMENT, LLCUnited States$0.257B16
HILLMAN COUnited States$0.257B14
Corigliano Investment Advisers, LLCUnited States$0.256B37
ADW Capital Management, LLCUnited States$0.257B11
Cruiser Capital Advisors, LLCUnited States$0.257B53
TOWLE & COUnited States$0.257B54
Trueblood Wealth Management, LLCUnited States$0.256B256
Peirce Capital Management, LLCUnited States$0.256B43