Hofer & Associates. Inc: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hofer & Associates. Inc on IWP, newest first. How the timeline and the estimate are built.

Hofer & Associates. Inc held 0 IWP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -32,498 shares
13F-HR 0001754960-26-000855 filed by Hofer & Associates. Inc
Accepted 2026-10-13 12:11:50 UTC, ingested 2026-10-13 12:13:13 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 32,498 shares
Change vs previous 13F +614 shares
2.3% of the 13F portfolio, value $4,758,029.
13F-HR 0001754960-26-000570 filed by Hofer & Associates. Inc
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 31,884 shares
Change vs previous 13F +748 shares
2.2% of the 13F portfolio, value $4,084,946.
13F-HR 0001754960-26-000295 filed by Hofer & Associates. Inc
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 31,136 shares
Change vs previous 13F +786 shares
2.26% of the 13F portfolio, value $4,263,804.
13F-HR 0001754960-26-000069 filed by Hofer & Associates. Inc
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 30,350 shares
Change vs previous 13F +165 shares
2.47% of the 13F portfolio, value $4,322,159.
13F-HR 0001754960-25-000695 filed by Hofer & Associates. Inc
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 30,185 shares
Change vs previous 13F +344 shares
2.61% of the 13F portfolio, value $4,186,092.
13F-HR 0001754960-25-000370 filed by Hofer & Associates. Inc
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 29,841 shares
Change vs previous 13F +465 shares
2.38% of the 13F portfolio, value $3,506,047.
13F-HR 0001754960-25-000236 filed by Hofer & Associates. Inc
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 29,376 shares
Change vs previous 13F not available
2.5% of the 13F portfolio, value $3,723,464.
13F-HR 0001754960-25-000061 filed by Hofer & Associates. Inc
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).