Hobbs Wealth Management, LLC: EFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hobbs Wealth Management, LLC on EFG, newest first. How the timeline and the estimate are built.
Hobbs Wealth Management, LLC held 0 EFG shares at 2025-12-31 per its 13F-HR filed 2026-01-29.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -8,857 shares
13F-HR 0002063364-26-000046 filed by Hobbs Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 8,857 sharesChange vs previous 13F -27,206 shares
0.85% of the 13F portfolio, value $1,008,635.
13F-HR 0002063364-25-000268 filed by Hobbs Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,063 sharesChange vs previous 13F +1,590 shares
3.85% of the 13F portfolio, value $4,039,056.
13F-HR 0002063364-25-000203 filed by Hobbs Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 34,473 sharesChange vs previous 13F -28,456 shares
3.82% of the 13F portfolio, value $3,447,300.
13F-HR/A 0002063364-25-000035 filed by Hobbs Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 62,929 sharesChange vs previous 13F not available
6.96% of the 13F portfolio, value $6,093,415.
13F-HR 0002019202-25-000003 filed by Hobbs Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).