Advertisement
Screener

Hofer & Associates. Inc Historic Quarter Change: Foreign Funds, Sold Out

Hofer & Associates. Inc historic quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Hofer & Associates. Inc opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1958491), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
STRATEGIC VALUE BANK PARTNERS LLCUnited States$0.186B14
Merrion Investment Management Co, LLCUnited States$0.186B109
BANTAMAC CAPITAL, LLCUnited States$0.186B74
Rings Capital Management LLCUnited States$0.186B7
Greater Midwest Financial Group, LLCUnited States$0.186B65
Meixler Investment Management, Ltd.United States$0.186B93
LYNWOOD PRICE CAPITAL MANAGEMENT LPUnited States$0.186B14
Aubrey Capital Management LtdUnited Kingdom$0.186B50
Battery Global Advisors, LLCUnited States$0.186B154
Pacific Wealth ManagementUnited States$0.186B20