Filer Snapshot

HOWARD BAILEY SECURITIES, LLC

CIK 0002043986. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

10

Latest filing

23 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$243.2M

122 holdings for Q1 2026

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Largest parsed holding

SCEC

$29.51M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 23 Apr 2026 for CIK 0002043986.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$243.2M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$243.2M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
SCEC IWY IWX AVNM EFV
+15 moreIWS EFG SPYM IEMG SIXO VTWO OCTW CTA BUCK SEPW TUA FOXY JULW SBAR AGGH

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SCEC IWY IWX AVNM EFV IWS EFG SPYM
+12 moreIEMG SIXO VTWO OCTW CTA BUCK SEPW TUA FOXY JULW SBAR AGGH
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
5916 Covington Road, Fort Wayne, IN, 46804
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
IN
Fiscal year end
31 December

Filer intelligence

What SEC filings say about HOWARD BAILEY SECURITIES, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $243.2M across 122 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SCEC at $29.51M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 122 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 23 Apr 2026

Top 5 concentration

40%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$96.47M

Compared with $243.2M total 13F value.

Top 5 net change

+$2.57M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SCNM ยท Largest trim: QBER

SCEC IWY IWX AVNM EFV Other holdings

SCEC

12.1%

Capitol Ser Tr

$29.51M

IWY

11.4%

Ishares Tr

$27.84M

IWX

7.3%

Ishares Tr

$17.67M

AVNM

4.7%

American Centy Etf Tr

$11.35M

EFV

4.2%

Ishares Tr

$10.11M

Latest update

What changed recently for HOWARD BAILEY SECURITIES, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 23 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

HOWARD BAILEY SECURITIES, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0002043986 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
10
First seen
08 Nov 2024
Latest filing
23 Apr 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

HOWARD BAILEY SECURITIES, LLC SEC filings HOWARD BAILEY SECURITIES, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 10 of 10 SEC filings for HOWARD BAILEY SECURITIES, LLC.

13F-HR

13F-HR filing

Filing date
23 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
27 Feb 2026
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
27 Feb 2026
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
27 Feb 2026
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
29 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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