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CIK 0001768130 • 8 13F filings • Apr 7, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("howard-financial-services-ltd","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001768130-25-000006 |
| $817.3M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001768130-26-000003 | $1.00B | View |
| Jul 2, 2025 | Q2 2025 | 13F-HR | 0001768130-25-000004 | $760.7M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001768130-26-000002 | $888.0M | View |
| Apr 7, 2025 | Q1 2025 | 13F-HR | 0001768130-25-000002 | $734.4M | View |