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Hoffman, Alan N Investment Management: SDY position timeline

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

Hoffman, Alan N Investment Management held 2,471 SDY 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 2,471 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $376,037.

    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 2,471 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $360,618.

    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 2,471 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $343,864.

    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 2,471 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $346,064.

    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 2,471 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $335,389.

    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 2,471 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $335,265.

    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 2,471 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $326,419.

    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 2,471 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $350,981.

    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).