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HOEY INVESTMENTS, INC: NOW position timeline

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

HOEY INVESTMENTS, INC held 7,496 NOW 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 7,496 shares
    Change vs previous 13F -1,315 shares

    0.1% of the 13F portfolio, value $744,203.

    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 8,811 shares
    Change vs previous 13F -1,065 shares

    0.14% of the 13F portfolio, value $921,191.

    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 9,876 shares
    Change vs previous 13F +7,105 shares

    0.21% of the 13F portfolio, value $1,512,905.

    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 2,771 shares
    Change vs previous 13F -140 shares

    0.34% of the 13F portfolio, value $2,550,096.

    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 2,911 shares
    Change vs previous 13F -109 shares

    0.45% of the 13F portfolio, value $2,992,741.

    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 3,020 shares
    Change vs previous 13F -1,167 shares

    0.48% of the 13F portfolio, value $2,404,343.

    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 4,187 shares
    Change vs previous 13F +1,445 shares

    0.76% of the 13F portfolio, value $4,438,723.

    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 2,742 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,157,050.

    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).