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Hobbs Wealth Management, LLC: IVE position timeline

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

Hobbs Wealth Management, LLC held 49,504 IVE 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 49,504 shares
    Change vs previous 13F -2,439 shares

    9.5% of the 13F portfolio, value $11,240,378.

    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 51,943 shares
    Change vs previous 13F +248 shares

    10.85% of the 13F portfolio, value $10,967,764.

    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 51,695 shares
    Change vs previous 13F +15,373 shares

    10.67% of the 13F portfolio, value $10,962,959.

    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 36,322 shares
    Change vs previous 13F +1,362 shares

    6.29% of the 13F portfolio, value $7,500,856.

    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 34,960 shares
    Change vs previous 13F +4,957 shares

    6.52% of the 13F portfolio, value $6,831,883.

    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 30,003 shares
    Change vs previous 13F +8,069 shares

    6.34% of the 13F portfolio, value $5,717,972.

    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 21,934 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $4,186,762.

    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).