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Hobart Private Capital, LLC: FVD position timeline

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

Hobart Private Capital, LLC held 278,240 FVD 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 278,240 shares
    Change vs previous 13F -77,902 shares

    2.3% of the 13F portfolio, value $13,405,602.

    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 356,142 shares
    Change vs previous 13F +18,420 shares

    3.29% of the 13F portfolio, value $16,749,345.

    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 337,722 shares
    Change vs previous 13F +22,464 shares

    3.04% of the 13F portfolio, value $15,562,210.

    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 315,258 shares
    Change vs previous 13F -20,300 shares

    3.05% of the 13F portfolio, value $14,577,536.

    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 335,558 shares
    Change vs previous 13F +39,074 shares

    3.4% of the 13F portfolio, value $14,999,443.

    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 296,484 shares
    Change vs previous 13F +3,248 shares

    3.31% of the 13F portfolio, value $13,220,222.

    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 293,236 shares
    Change vs previous 13F +51,838 shares

    3.18% of the 13F portfolio, value $12,796,819.

    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 241,398 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $10,981,195.

    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).