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Hofer & Associates. Inc: SPEM position timeline

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

Hofer & Associates. Inc held 40,389 SPEM 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 40,389 shares
    Change vs previous 13F +1,455 shares

    1.01% of the 13F portfolio, value $2,091,367.

    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 38,934 shares
    Change vs previous 13F +818 shares

    0.98% of the 13F portfolio, value $1,826,388.

    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 38,116 shares
    Change vs previous 13F +1,606 shares

    0.95% of the 13F portfolio, value $1,784,204.

    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 36,510 shares
    Change vs previous 13F +1,424 shares

    0.98% of the 13F portfolio, value $1,709,050.

    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 35,086 shares
    Change vs previous 13F -278 shares

    0.94% of the 13F portfolio, value $1,499,585.

    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 35,364 shares
    Change vs previous 13F +711 shares

    0.94% of the 13F portfolio, value $1,392,263.

    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 34,653 shares
    Change vs previous 13F +6,677 shares

    0.89% of the 13F portfolio, value $1,329,618.

    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 27,976 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,154,840.

    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).