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Hobart Private Capital, LLC: FDD position timeline

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

Hobart Private Capital, LLC held 178,103 FDD 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 178,103 shares
    Change vs previous 13F +1,057 shares

    0.57% of the 13F portfolio, value $3,303,815.

    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 177,046 shares
    Change vs previous 13F -9 shares

    0.62% of the 13F portfolio, value $3,153,184.

    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 177,055 shares
    Change vs previous 13F +9,007 shares

    0.6% of the 13F portfolio, value $3,098,465.

    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 168,048 shares
    Change vs previous 13F +13,379 shares

    0.57% of the 13F portfolio, value $2,713,973.

    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 154,669 shares
    Change vs previous 13F +16,142 shares

    0.55% of the 13F portfolio, value $2,403,556.

    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 138,527 shares
    Change vs previous 13F +10,634 shares

    0.47% of the 13F portfolio, value $1,879,811.

    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 127,893 shares
    Change vs previous 13F +20,641 shares

    0.36% of the 13F portfolio, value $1,439,640.

    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 107,252 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,336,360.

    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).