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NEOS Investment Management LLC: HODL position timeline

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

NEOS Investment Management LLC held 5,282,111 HODL 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 5,282,111 shares
    Change vs previous 13F -92,796 shares

    0.32% of the 13F portfolio, value $87,735,864.

    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 5,374,907 shares
    Change vs previous 13F -32,030 shares

    0.52% of the 13F portfolio, value $102,983,218.

    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 5,406,937 shares
    Change vs previous 13F -625,528 shares

    0.77% of the 13F portfolio, value $133,713,552.

    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 6,032,465 shares
    Change vs previous 13F +3,140,191 shares

    1.46% of the 13F portfolio, value $195,270,892.

    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 2,892,274 shares
    Change vs previous 13F +1,571,264 shares

    1.09% of the 13F portfolio, value $88,127,589.

    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 1,321,010 shares
    Change vs previous 13F +1,226,248 shares

    0.58% of the 13F portfolio, value $30,792,743.

    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 94,762 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,017,291.

    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).