Skip to content
Disclosery

Hobart Private Capital, LLC: XLV position timeline

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

Hobart Private Capital, LLC held 74,022 XLV 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 74,022 shares
    Change vs previous 13F +7,154 shares

    2.01% of the 13F portfolio, value $11,744,350.

    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 66,868 shares
    Change vs previous 13F +648 shares

    1.93% of the 13F portfolio, value $9,803,531.

    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 66,220 shares
    Change vs previous 13F -847 shares

    2% of the 13F portfolio, value $10,250,866.

    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 67,067 shares
    Change vs previous 13F +2,551 shares

    1.95% of the 13F portfolio, value $9,333,719.

    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 64,516 shares
    Change vs previous 13F -6,986 shares

    1.97% of the 13F portfolio, value $8,696,112.

    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 71,502 shares
    Change vs previous 13F -53 shares

    2.61% of the 13F portfolio, value $10,440,007.

    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 71,555 shares
    Change vs previous 13F +1,304 shares

    2.44% of the 13F portfolio, value $9,843,821.

    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 70,251 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $10,820,059.

    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).