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NEOS Investment Management LLC: D position timeline

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

NEOS Investment Management LLC held 139,170 D shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,170 shares
    Change vs previous 13F +16,604 shares

    0.04% of the 13F portfolio, value $9,503,919.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 122,566 shares
    Change vs previous 13F -12,037 shares

    0.04% of the 13F portfolio, value $7,577,030.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 134,603 shares
    Change vs previous 13F +22,266 shares

    0.05% of the 13F portfolio, value $7,886,390.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 112,337 shares
    Change vs previous 13F +33,511 shares

    0.05% of the 13F portfolio, value $6,871,654.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 78,826 shares
    Change vs previous 13F +16,047 shares

    0.06% of the 13F portfolio, value $4,455,245.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 62,779 shares
    Change vs previous 13F +11,255 shares

    0.07% of the 13F portfolio, value $3,520,019.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 51,524 shares
    Change vs previous 13F +12,342 shares

    0.07% of the 13F portfolio, value $2,775,083.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 39,182 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,264,328.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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