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Disclosery

Hofer & Associates. Inc: SPYM position timeline

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

Hofer & Associates. Inc held 38,066 SPYM 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 38,066 shares
    Change vs previous 13F +1,533 shares

    1.62% of the 13F portfolio, value $3,345,200.

    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 36,533 shares
    Change vs previous 13F +382 shares

    1.5% of the 13F portfolio, value $2,796,266.

    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 36,151 shares
    Change vs previous 13F +6,182 shares

    1.54% of the 13F portfolio, value $2,900,018.

    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 29,969 shares
    Change vs previous 13F +7,712 shares

    1.34% of the 13F portfolio, value $2,347,793.

    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 22,257 shares
    Change vs previous 13F +8,169 shares

    1.01% of the 13F portfolio, value $1,617,895.

    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 14,088 shares
    Change vs previous 13F +415 shares

    0.63% of the 13F portfolio, value $926,435.

    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 13,673 shares
    Change vs previous 13F +99 shares

    0.63% of the 13F portfolio, value $942,634.

    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 13,574 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $916,382.

    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).