Hofer & Associates. Inc: SPYV position timeline

Hofer & Associates. Inc held 226,703 SPYV 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 226,703 shares

   Change vs previous 13F +4,456 shares

   6.66% of the 13F portfolio, value $13,781,293.

   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).

2. period ended2026-03-31

   13F 222,247 shares

   Change vs previous 13F +4,911 shares

   6.76% of the 13F portfolio, value $12,574,733.

   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).

3. period ended2025-12-31

   13F 217,336 shares

   Change vs previous 13F +6,841 shares

   6.54% of the 13F portfolio, value $12,346,837.

   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).

4. period ended2025-09-30

   13F 210,495 shares

   Change vs previous 13F +1,468 shares

   6.67% of the 13F portfolio, value $11,646,687.

   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).

5. period ended2025-06-30

   13F 209,027 shares

   Change vs previous 13F +4,076 shares

   6.83% of the 13F portfolio, value $10,940,478.

   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).

6. period ended2025-03-31

   13F 204,951 shares

   Change vs previous 13F +3,821 shares

   7.1% of the 13F portfolio, value $10,466,852.

   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).

7. period ended2024-12-31

   13F 201,130 shares

   Change vs previous 13F -3,385 shares

   6.9% of the 13F portfolio, value $10,285,783.

   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).

8. period ended2024-09-30

   13F 204,515 shares

   Change vs previous 13F not available

   7.46% of the 13F portfolio, value $10,810,655.

   13F-HR 0001754960-24-000518 filed by Hofer & Associates. Inc
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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