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Hobbs Wealth Management, LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hobbs Wealth Management, LLC on EFV, newest first. How the timeline and the estimate are built.

Hobbs Wealth Management, LLC held 5,253 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,253 shares
    Change vs previous 13F -58,631 shares

    0.34% of the 13F portfolio, value $402,117.

    13F-HR 0002063364-26-000267 filed by Hobbs Wealth Management, 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 63,884 shares
    Change vs previous 13F -48,769 shares

    4.7% of the 13F portfolio, value $4,749,775.

    13F-HR 0002063364-26-000124 filed by Hobbs Wealth Management, 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 112,653 shares
    Change vs previous 13F -3,998 shares

    7.83% of the 13F portfolio, value $8,044,551.

    13F-HR 0002063364-26-000046 filed by Hobbs Wealth Management, 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 116,651 shares
    Change vs previous 13F -47,078 shares

    6.64% of the 13F portfolio, value $7,912,437.

    13F-HR 0002063364-25-000268 filed by Hobbs Wealth Management, 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 163,729 shares
    Change vs previous 13F +66,940 shares

    9.92% of the 13F portfolio, value $10,393,517.

    13F-HR 0002063364-25-000203 filed by Hobbs Wealth Management, 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/A 96,789 shares
    Change vs previous 13F -18,514 shares

    6.33% of the 13F portfolio, value $5,704,744.

    13F-HR/A 0002063364-25-000035 filed by Hobbs Wealth Management, 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 115,303 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $6,049,948.

    13F-HR 0002019202-25-000003 filed by Hobbs Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).