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Hoffman, Alan N Investment Management: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoffman, Alan N Investment Management on QQQ, newest first. How the timeline and the estimate are built.

Hoffman, Alan N Investment Management held 1,306 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,306 shares
    Change vs previous 13F -3 shares

    0.57% of the 13F portfolio, value $961,738.

    13F-HR 0001754960-26-000456 filed by Hoffman, Alan N Investment Management
    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 1,309 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $755,529.

    13F-HR 0001754960-26-000204 filed by Hoffman, Alan N Investment Management
    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 1,309 shares
    Change vs previous 13F -88 shares

    0.45% of the 13F portfolio, value $804,132.

    13F-HR 0001754960-26-000004 filed by Hoffman, Alan N Investment Management
    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 1,397 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $838,717.

    13F-HR 0001754960-25-000646 filed by Hoffman, Alan N Investment Management
    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 1,397 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $770,641.

    13F-HR 0001754960-25-000519 filed by Hoffman, Alan N Investment Management
    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 1,397 shares
    Change vs previous 13F -4 shares

    0.34% of the 13F portfolio, value $655,081.

    13F-HR 0001754960-25-000161 filed by Hoffman, Alan N Investment Management
    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 1,401 shares
    Change vs previous 13F +61 shares

    0.32% of the 13F portfolio, value $716,233.

    13F-HR 0001754960-25-000016 filed by Hoffman, Alan N Investment Management
    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 1,340 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $654,014.

    13F-HR 0001754960-24-000474 filed by Hoffman, Alan N Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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