• 13F History

Yoffe Investment Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$68.1M
Signature - Title
Jeffrey N Yoffe - Sole Member
Location
Lemoyne, PA
Summary
This page shows a list of all the recent 13F filings made by Yoffe Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Yoffe Investment Management, LLC reported 112 stock holdings with total value $68.1M as of Q1 2025. Top holdings included VB, IBM, VTI, PG, and WMT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 112 $68.1M +$438K -$772K -$334K VB, IBM, VTI, PG, WMT 13F-HR 4/16/2025, 04:38 PM
Q4 2024 114 $67.3M $0 $0 VB, VTI, IBM, MSFT, HON Restatement 2/26/2025, 03:44 PM