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NEOS Investment Management LLC: IR position timeline

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

NEOS Investment Management LLC held 58,143 IR 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 58,143 shares
    Change vs previous 13F +6,470 shares

    0.02% of the 13F portfolio, value $4,767,145.

    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 51,673 shares
    Change vs previous 13F -117,440 shares

    0.02% of the 13F portfolio, value $4,140,041.

    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 169,113 shares
    Change vs previous 13F +36,594 shares

    0.08% of the 13F portfolio, value $13,397,132.

    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 132,519 shares
    Change vs previous 13F +19,592 shares

    0.08% of the 13F portfolio, value $10,948,720.

    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 112,927 shares
    Change vs previous 13F -15,675 shares

    0.12% of the 13F portfolio, value $9,393,268.

    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 128,602 shares
    Change vs previous 13F +38,942 shares

    0.2% of the 13F portfolio, value $10,292,019.

    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 89,660 shares
    Change vs previous 13F +17,675 shares

    0.19% of the 13F portfolio, value $8,110,643.

    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 71,985 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,066,047.

    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).