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Manager record

Hoffman, Alan N Investment Management

Wellesley Hills, MA · CIK 1848530 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$185.96MReported 13F valueQ3 2026 · as filed
14Holdings listed
+9.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $202.8M$202.8MQ2 202514 holdingsQ3 2025: $229.1M$229.1MQ3 202515 holdingsQ4 2025: $177.3M$177.3MQ4 202515 holdingsQ1 2026: $151.6M$151.6MQ1 202613 holdingsQ2 2026: $169.3M$169.3MQ2 202614 holdingsQ3 2026: $186.0M$186.0MQ3 202614 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$185.96M · 14 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$169.28M · 14 holdings listed · View original SEC filing ↗
Apr 07 2026 13F-HR · period Q1 2026

$151.63M · 13 holdings listed · View original SEC filing ↗
Jan 06 2026 13F-HR · period Q4 2025

$177.30M · 15 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$229.07M · 15 holdings listed · View original SEC filing ↗
Aug 01 2025 13F-HR · period Q2 2025

$202.83M · 14 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology