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HOGE FINANCIAL SERVICES, LLC: FLOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOGE FINANCIAL SERVICES, LLC on FLOT, newest first. How the timeline and the estimate are built.

HOGE FINANCIAL SERVICES, LLC held 215,695 FLOT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,695 shares
    Change vs previous 13F +3,420 shares

    5.27% of the 13F portfolio, value $11,011,246.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, LLC
    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 212,275 shares
    Change vs previous 13F +18,206 shares

    5.79% of the 13F portfolio, value $10,815,430.

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, LLC
    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 194,069 shares
    Change vs previous 13F +19,399 shares

    5.32% of the 13F portfolio, value $9,870,325.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, LLC
    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 174,670 shares
    Change vs previous 13F +7,185 shares

    5.12% of the 13F portfolio, value $8,923,054.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, LLC
    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 167,485 shares
    Change vs previous 13F +7,799 shares

    5.33% of the 13F portfolio, value $8,568,807.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, LLC
    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 159,686 shares
    Change vs previous 13F +10,121 shares

    5.7% of the 13F portfolio, value $8,151,984.

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, LLC
    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 149,565 shares
    Change vs previous 13F +7,209 shares

    5.57% of the 13F portfolio, value $7,609,848.

    13F-HR 0001989834-25-000001 filed by HOGE FINANCIAL SERVICES, LLC
    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 142,356 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $7,265,867.

    13F-HR 0001989834-24-000004 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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