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NEOS Investment Management LLC: IBKR position timeline

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

NEOS Investment Management LLC held 72,737 IBKR 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 72,737 shares
    Change vs previous 13F +9,513 shares

    0.02% of the 13F portfolio, value $6,331,029.

    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 63,224 shares
    Change vs previous 13F +14,709 shares

    0.02% of the 13F portfolio, value $4,240,434.

    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 48,515 shares
    Change vs previous 13F +7,418 shares

    0.02% of the 13F portfolio, value $3,120,000.

    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 41,097 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,827,885.

    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).