HOWARD FINANCIAL SERVICES, LTD.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dallas, TX
CIK
0001768130
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 154 518,733 QUAL, SCHD, RSP, VIG 13F-HR 1/9/2024 000178571724000002
Q3 2023 148 436,159 QUAL, SCHD, RSP, VIG 13F-HR 10/10/2023 000176813023000004
Q2 2023 144 419,130 QUAL, SCHD, RSP, VIG 13F-HR 7/12/2023 000176813023000003
Q1 2023 144 410,453 SCHD, RSP, QUAL, VIG 13F-HR 4/5/2023 000176813023000002
Q4 2022 141 380,720 SCHD, RSP, QUAL, VIG 13F-HR 1/13/2023 000176813023000001
Q3 2022 130 308,485 SCHD, QUAL, RSP, VIG 13F-HR 10/12/2022 000176813022000005
Q2 2022 123 294,485 SCHD, QUAL, RSP, VIG 13F-HR 7/18/2022 000176813022000004
Q1 2022 138 337,625 QUAL, SCHD, RSP, VIG 13F-HR 4/20/2022 000176813022000002
Q4 2021 133 333,405 QUAL, RSP, SCHD, VIG 13F-HR 1/27/2022 000176813022000001
Q3 2021 126 266,718 RSP, QUAL, SCHD, VIG 13F-HR 11/1/2021 000176813021000003
Q2 2021 125 255,197 SCHD, RSP, QUAL, VIG 13F-HR 8/6/2021 000176813021000002
Q1 2021 124 222,644 SCHD, RSP, QUAL, VIG 13F-HR 5/3/2021 000156907121000004
Q4 2020 112 189,793 SCHD, RSP, QUAL, VIG 13F-HR 2/2/2021 000176813021000001
Q3 2020 121 154,742 SCHD, RSP, QUAL, VIG 13F-HR 11/12/2020 000176813020000005
Q2 2020 114 140,765 SCHD, RSP, VIG, QUAL 13F-HR 7/29/2020 000176813020000003
Q1 2020 105 113,040 RSP, SCHD, VIG, TPYP 13F-HR 5/5/2020 000176813020000002
Q4 2019 120 162,652 RSP, SCHD, TPYP, VIG 13F-HR 1/27/2020 000176813020000001
Q3 2019 115 151,064 RSP, SCHD, TPYP, PEP RESTATEMENT 11/12/2019 000176813019000005
Q2 2019 112 146,280 RSP, TPYP, SCHF, PEP 13F-HR 8/5/2019 000176813019000003
Q1 2019 112 141,011 RSP, TPYP, SCHF, PEP 13F-HR 5/14/2019 000176813019000002
Q4 2018 96 130,167 RSP, SCHF, TPYP, PEP 13F-HR 2/15/2019 000176813019000001
Additional filings from Howard Financial Services, Ltd. that have since been restated