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Hobart Private Capital, LLC: USFR position timeline

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

Hobart Private Capital, LLC held 113,483 USFR 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 113,483 shares
    Change vs previous 13F +3,300 shares

    0.98% of the 13F portfolio, value $5,713,862.

    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 110,183 shares
    Change vs previous 13F +5,621 shares

    1.09% of the 13F portfolio, value $5,546,614.

    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 104,562 shares
    Change vs previous 13F +10,091 shares

    1.03% of the 13F portfolio, value $5,261,571.

    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 94,471 shares
    Change vs previous 13F +7,884 shares

    0.99% of the 13F portfolio, value $4,749,073.

    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 86,587 shares
    Change vs previous 13F +10,117 shares

    0.99% of the 13F portfolio, value $4,356,192.

    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 76,470 shares
    Change vs previous 13F +1,065 shares

    0.96% of the 13F portfolio, value $3,848,735.

    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 75,405 shares
    Change vs previous 13F -36,191 shares

    0.94% of the 13F portfolio, value $3,794,380.

    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 111,596 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $5,604,351.

    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).