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Manager record

Howard Financial Services, Ltd.

Dallas, TX · CIK 1768130 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$954.31MReported 13F valueQ3 2026 · as filed
234Holdings listed
-50.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 15Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $760.7M$760.7MQ2 2025183 holdingsQ3 2025: $817.3M$817.3MQ3 2025199 holdingsQ4 2025: $855.1M$855.1MQ4 2025205 holdingsQ1 2026: $888.0M$888.0MQ1 2026223 holdingsQ2 2026: $1.9B$1.9BQ2 2026507 holdingsQ3 2026: $954.3M$954.3MQ3 2026234 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 15 2026 13F-HR · period Q3 2026

$954.31M · 234 holdings listed · View original SEC filing ↗
Oct 14 2026 13F-HR/A · period Q2 2026

$927.27M · 238 holdings listed · amendment (new holdings) · View original SEC filing ↗
Jul 07 2026 13F-HR · period Q2 2026

$1.00B · 269 holdings listed · View original SEC filing ↗
Apr 07 2026 13F-HR · period Q1 2026

$888.05M · 223 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$855.15M · 205 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$817.34M · 199 holdings listed · View original SEC filing ↗
Jul 02 2025 13F-HR · period Q2 2025

$760.65M · 183 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 15, 2026 · Change methodology