SEC 13F Intelligence

Yoffe Investment Management, LLC / FLAX

Yoffe Investment Management, LLC’s Franklin Templeton Etf Tr Position

Does Yoffe Investment Management, LLC own Franklin Templeton Etf Tr (FLAX)? Yes — 27.4K shares worth $838,479 (+1.07% of its 13F portfolio) as of Q1 2026.

Position Value
$838,479
Q1 2026
Shares
27.4K
% of Portfolio
+1.07%
Quarters Held
6
currently held

Position History FLAX

Reported value by quarter
Q4 ’24: $623,401Q4 ’24Q1 ’25: $642,503Q1 ’25Q2 ’25: $713,368Q2 ’25Q3 ’25: $792,311Q3 ’25Q4 ’25: $812,965Q4 ’25Q1 ’26: $838,479Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.4K$838,479+1.07%
Q4 202527.4K$812,965+1.04%
Q3 202527.4K$792,311+1.03%
Q2 202527.4K$713,368+0.98%
Q1 202527.4K$642,503+0.94%
Q4 202427.4K$623,401+0.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yoffe Investment Management, LLC’s full portfolio or all institutional holders of FLAX.