Hofer & Associates. Inc: SRLN position timeline

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

Hofer & Associates. Inc held 93,745 SRLN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 93,745 shares
Change vs previous 13F +3,769 shares
1.83% of the 13F portfolio, value $3,776,969.
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 89,976 shares
Change vs previous 13F +1,775 shares
1.94% of the 13F portfolio, value $3,611,645.
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 88,201 shares
Change vs previous 13F +4,132 shares
1.93% of the 13F portfolio, value $3,640,037.
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 84,069 shares
Change vs previous 13F -224 shares
2% of the 13F portfolio, value $3,495,596.
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 84,293 shares
Change vs previous 13F -4,957 shares
2.19% of the 13F portfolio, value $3,505,744.
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 89,250 shares
Change vs previous 13F +1,471 shares
2.49% of the 13F portfolio, value $3,670,868.
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 87,779 shares
Change vs previous 13F +11,574 shares
2.46% of the 13F portfolio, value $3,663,021.
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).
period ended2024-09-30
13F 76,205 shares
Change vs previous 13F not available
2.2% of the 13F portfolio, value $3,182,330.
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).