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Disclosery

Hoffman, Alan N Investment Management: SPY position timeline

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

Hoffman, Alan N Investment Management held 707 SPY 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 707 shares
    Change vs previous 13F -5 shares

    0.31% of the 13F portfolio, value $527,966.

    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 712 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $463,042.

    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 712 shares
    Change vs previous 13F -1 shares

    0.27% of the 13F portfolio, value $485,527.

    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 713 shares
    Change vs previous 13F -88 shares

    0.21% of the 13F portfolio, value $474,986.

    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 801 shares
    Change vs previous 13F -64 shares

    0.24% of the 13F portfolio, value $494,898.

    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 865 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $483,872.

    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 865 shares
    Change vs previous 13F +94 shares

    0.23% of the 13F portfolio, value $506,959.

    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 771 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $442,369.

    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).