SEC 13F Intelligence

Hughes Financial Services, LLC / TLH

Hughes Financial Services, LLC’s Ishares Tr Position

Does Hughes Financial Services, LLC own Ishares Tr (TLH)? Yes — 95.1K shares worth $10M (+1.47% of its 13F portfolio) as of Q1 2026, up from 92.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
95.1K
% of Portfolio
+1.47%
Quarters Held
6
currently held

Position History TLH

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202695.1K$10M+1.47%
Q4 202592.7K$9M+1.48%
Q3 202582.6K$9M+1.36%
Q2 202579.7K$8M+1.39%
Q1 202570.8K$7M+1.44%
Q4 202468.5K$7M+1.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hughes Financial Services, LLC’s full portfolio or all institutional holders of TLH.