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NEOS Investment Management LLC: EW position timeline

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

NEOS Investment Management LLC held 94,229 EW 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 94,229 shares
    Change vs previous 13F +10,660 shares

    0.03% of the 13F portfolio, value $8,523,956.

    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 83,569 shares
    Change vs previous 13F -20,386 shares

    0.03% of the 13F portfolio, value $6,692,206.

    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 103,955 shares
    Change vs previous 13F +12,467 shares

    0.05% of the 13F portfolio, value $8,862,165.

    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 91,488 shares
    Change vs previous 13F +22,141 shares

    0.05% of the 13F portfolio, value $7,115,022.

    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 69,347 shares
    Change vs previous 13F +8,538 shares

    0.07% of the 13F portfolio, value $5,423,628.

    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 60,809 shares
    Change vs previous 13F +2,801 shares

    0.08% of the 13F portfolio, value $4,407,436.

    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 58,008 shares
    Change vs previous 13F +1,282 shares

    0.1% of the 13F portfolio, value $4,294,332.

    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 56,726 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,743,348.

    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).