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HOEY INVESTMENTS, INC: DOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOEY INVESTMENTS, INC on DOW, newest first. How the timeline and the estimate are built.

HOEY INVESTMENTS, INC held 3,170 DOW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,170 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $86,732.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,308 shares
    Change vs previous 13F -225 shares

    0.02% of the 13F portfolio, value $137,779.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,533 shares
    Change vs previous 13F -1,014 shares

    0.01% of the 13F portfolio, value $82,602.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,547 shares
    Change vs previous 13F -432 shares

    0.01% of the 13F portfolio, value $104,263.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,979 shares
    Change vs previous 13F -336 shares

    0.02% of the 13F portfolio, value $131,844.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,315 shares
    Change vs previous 13F -506 shares

    0.04% of the 13F portfolio, value $185,600.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,821 shares
    Change vs previous 13F -1,951 shares

    0.04% of the 13F portfolio, value $233,597.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,772 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $412,305.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).