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Disclosery

Hofer & Associates. Inc: VYM position timeline

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

Hofer & Associates. Inc held 1,805 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,805 shares
    Change vs previous 13F -39,929 shares

    0.2% of the 13F portfolio, value $280,098.

    13F-HR 0001754960-26-000855 filed by Hofer & Associates. Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,734 shares
    Change vs previous 13F +231 shares

    3.19% of the 13F portfolio, value $6,595,158.

    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).

  3. period ended2026-03-31
    13F 41,503 shares
    Change vs previous 13F +401 shares

    3.3% of the 13F portfolio, value $6,146,587.

    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).

  4. period ended2025-12-31
    13F 41,102 shares
    Change vs previous 13F +1,089 shares

    3.13% of the 13F portfolio, value $5,899,021.

    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).

  5. period ended2025-09-30
    13F 40,013 shares
    Change vs previous 13F -1,612 shares

    3.23% of the 13F portfolio, value $5,639,900.

    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).

  6. period ended2025-06-30
    13F 41,625 shares
    Change vs previous 13F +940 shares

    3.46% of the 13F portfolio, value $5,548,979.

    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).

  7. period ended2025-03-31
    13F 40,685 shares
    Change vs previous 13F +568 shares

    3.56% of the 13F portfolio, value $5,246,698.

    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).

  8. period ended2024-12-31
    13F 40,117 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $5,118,490.

    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).