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Hobart Private Capital, LLC: FID position timeline

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

Hobart Private Capital, LLC held 302,122 FID 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 302,122 shares
    Change vs previous 13F +7,744 shares

    1.11% of the 13F portfolio, value $6,483,423.

    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 294,378 shares
    Change vs previous 13F +15,533 shares

    1.21% of the 13F portfolio, value $6,165,749.

    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 278,845 shares
    Change vs previous 13F +19,151 shares

    1.12% of the 13F portfolio, value $5,730,255.

    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 259,694 shares
    Change vs previous 13F +22,134 shares

    1.07% of the 13F portfolio, value $5,115,973.

    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 237,560 shares
    Change vs previous 13F +32,936 shares

    1.04% of the 13F portfolio, value $4,565,903.

    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 204,624 shares
    Change vs previous 13F +19,860 shares

    0.88% of the 13F portfolio, value $3,529,764.

    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 184,764 shares
    Change vs previous 13F +27,007 shares

    0.75% of the 13F portfolio, value $3,007,958.

    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 157,757 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,770,213.

    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).