Skip to content
Disclosery

Hofer & Associates. Inc: PEP position timeline

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

Hofer & Associates. Inc held 2,649 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,649 shares
    Change vs previous 13F +686 shares

    0.17% of the 13F portfolio, value $358,642.

    13F-HR 0001754960-26-000570 filed by Hofer & Associates. 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 1,963 shares
    Change vs previous 13F +20 shares

    0.16% of the 13F portfolio, value $304,864.

    13F-HR 0001754960-26-000295 filed by Hofer & Associates. 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 1,943 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $278,904.

    13F-HR 0001754960-26-000069 filed by Hofer & Associates. 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 1,936 shares
    Change vs previous 13F -571 shares

    0.16% of the 13F portfolio, value $271,935.

    13F-HR 0001754960-25-000695 filed by Hofer & Associates. 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 2,507 shares
    Change vs previous 13F -866 shares

    0.21% of the 13F portfolio, value $330,988.

    13F-HR 0001754960-25-000370 filed by Hofer & Associates. 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 3,373 shares
    Change vs previous 13F +486 shares

    0.34% of the 13F portfolio, value $505,817.

    13F-HR 0001754960-25-000236 filed by Hofer & Associates. 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 2,887 shares
    Change vs previous 13F -90 shares

    0.29% of the 13F portfolio, value $439,022.

    13F-HR 0001754960-25-000061 filed by Hofer & Associates. 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 2,977 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $506,267.

    13F-HR 0001754960-24-000518 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

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