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HOEY INVESTMENTS, INC: GS position timeline

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

HOEY INVESTMENTS, INC held 13,851 GS 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 13,851 shares
    Change vs previous 13F +1,637 shares

    1.85% of the 13F portfolio, value $14,008,486.

    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 12,214 shares
    Change vs previous 13F +1,854 shares

    1.52% of the 13F portfolio, value $10,332,922.

    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 10,360 shares
    Change vs previous 13F +1,062 shares

    1.24% of the 13F portfolio, value $9,106,440.

    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 9,298 shares
    Change vs previous 13F +1,609 shares

    1% of the 13F portfolio, value $7,404,463.

    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 7,689 shares
    Change vs previous 13F +635 shares

    0.81% of the 13F portfolio, value $5,441,890.

    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 7,054 shares
    Change vs previous 13F -2,000 shares

    0.76% of the 13F portfolio, value $3,853,530.

    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 9,054 shares
    Change vs previous 13F +6,263 shares

    0.88% of the 13F portfolio, value $5,184,503.

    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 2,791 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,262,426.

    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).