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Hobart Private Capital, LLC: SPY position timeline

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

Hobart Private Capital, LLC held 74,119 SPY 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 74,119 shares
    Change vs previous 13F +23,744 shares

    9.5% of the 13F portfolio, value $55,349,878.

    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 50,375 shares
    Change vs previous 13F +4,934 shares

    6.44% of the 13F portfolio, value $32,760,901.

    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 45,441 shares
    Change vs previous 13F -2,190 shares

    6.05% of the 13F portfolio, value $30,987,145.

    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 47,631 shares
    Change vs previous 13F -1,787 shares

    6.64% of the 13F portfolio, value $31,730,833.

    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 49,418 shares
    Change vs previous 13F -15,936 shares

    6.93% of the 13F portfolio, value $30,532,923.

    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 65,354 shares
    Change vs previous 13F -20,329 shares

    9.14% of the 13F portfolio, value $36,558,384.

    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 85,683 shares
    Change vs previous 13F -2,064 shares

    12.47% of the 13F portfolio, value $50,217,093.

    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 87,747 shares
    Change vs previous 13F not available

    12.89% of the 13F portfolio, value $50,345,719.

    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).