Current Market Value 760,650,808
Current Holdings 183
Most Recent File Date 2025-07-02
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Howard Financial Services, Ltd. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-02 2025-06-30 13F-HR 183 760,651
2025-04-07 2025-03-31 13F-HR 183 734,392
2025-01-15 2024-12-31 13F-HR 186 735,126
2024-10-08 2024-09-30 13F-HR 168 692,504
2024-07-12 2024-06-30 13F-HR 156 610,220
2024-04-16 2024-03-31 13F-HR 160 580,537
2024-01-09 2023-12-31 13F-HR 154 518,733
2023-10-10 2023-09-30 13F-HR 148 436,160
2023-07-12 2023-06-30 13F-HR 144 419,131
2023-04-05 2023-03-31 13F-HR 144 410,454
2023-01-13 2022-12-31 13F-HR 141 380,720
2022-10-12 2022-09-30 13F-HR 130 308,485
2022-07-18 2022-06-30 13F-HR 123 294,485
2022-04-20 2022-03-31 13F-HR 138 337,625
2022-01-27 2021-12-31 13F-HR 133 333,405
2021-11-01 2021-09-30 13F-HR 126 266,718
2021-08-06 2021-06-30 13F-HR 125 255,197
2021-05-03 2021-03-31 13F-HR 124 222,644
2021-02-02 2020-12-31 13F-HR 112 189,793
2020-11-12 2020-09-30 13F-HR 121 154,742
2020-07-29 2020-06-30 13F-HR 114 140,765
2020-05-05 2020-03-31 13F-HR 105 113,040
2020-01-27 2019-12-31 13F-HR 120 162,652
2019-11-12 2019-09-30 13F-HR/A 1 R 115 151,064
2019-10-29 2019-09-30 13F-HR 115 151,064
2019-08-05 2019-06-30 13F-HR 112 146,280
2019-05-14 2019-03-31 13F-HR 112 141,011
2019-02-15 2018-12-31 13F-HR 96 130,167