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Hobart Private Capital, LLC: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hobart Private Capital, LLC on CGUS, newest first. How the timeline and the estimate are built.

Hobart Private Capital, LLC held 15,453 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,453 shares
    Change vs previous 13F +756 shares

    0.12% of the 13F portfolio, value $687,349.

    13F-HR 0001767062-26-000004 filed by Hobart Private Capital, 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 14,697 shares
    Change vs previous 13F -3,029 shares

    0.11% of the 13F portfolio, value $564,659.

    13F-HR 0001767062-26-000003 filed by Hobart Private Capital, 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 17,726 shares
    Change vs previous 13F -663 shares

    0.14% of the 13F portfolio, value $713,117.

    13F-HR 0001767062-26-000001 filed by Hobart Private Capital, 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 18,389 shares
    Change vs previous 13F +4,096 shares

    0.15% of the 13F portfolio, value $727,101.

    13F-HR 0001767062-25-000008 filed by Hobart Private Capital, 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 14,293 shares
    Change vs previous 13F +637 shares

    0.12% of the 13F portfolio, value $527,840.

    13F-HR 0001767062-25-000007 filed by Hobart Private Capital, 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 13,656 shares
    Change vs previous 13F +1,303 shares

    0.11% of the 13F portfolio, value $456,110.

    13F-HR 0001767062-25-000004 filed by Hobart Private Capital, 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 12,353 shares
    Change vs previous 13F +325 shares

    0.11% of the 13F portfolio, value $431,984.

    13F-HR 0001767062-25-000002 filed by Hobart Private Capital, 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 12,028 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $412,320.

    13F-HR 0001767062-24-000028 filed by Hobart Private Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).