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Hobbs Wealth Management, LLC: IUSB position timeline

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

Hobbs Wealth Management, LLC held 59,903 IUSB 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 59,903 shares
    Change vs previous 13F +24,139 shares

    2.34% of the 13F portfolio, value $2,764,523.

    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 35,764 shares
    Change vs previous 13F +6,732 shares

    1.63% of the 13F portfolio, value $1,651,939.

    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 29,032 shares
    Change vs previous 13F +2,938 shares

    1.32% of the 13F portfolio, value $1,351,149.

    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 26,094 shares
    Change vs previous 13F -9,834 shares

    1.02% of the 13F portfolio, value $1,218,851.

    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 35,928 shares
    Change vs previous 13F -7,328 shares

    1.59% of the 13F portfolio, value $1,660,951.

    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 43,256 shares
    Change vs previous 13F -3,800 shares

    2.21% of the 13F portfolio, value $1,993,236.

    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 47,056 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $2,126,931.

    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).