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Hobbs Wealth Management, LLC: IVW position timeline

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

Hobbs Wealth Management, LLC held 82,247 IVW 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 82,247 shares
    Change vs previous 13F +2,839 shares

    9.56% of the 13F portfolio, value $11,311,430.

    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 79,408 shares
    Change vs previous 13F -560 shares

    8.89% of the 13F portfolio, value $8,981,839.

    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 79,968 shares
    Change vs previous 13F -906 shares

    9.6% of the 13F portfolio, value $9,856,856.

    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 80,874 shares
    Change vs previous 13F -1,437 shares

    8.19% of the 13F portfolio, value $9,763,109.

    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 82,311 shares
    Change vs previous 13F -12,409 shares

    8.65% of the 13F portfolio, value $9,062,441.

    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 94,720 shares
    Change vs previous 13F +3,611 shares

    9.76% of the 13F portfolio, value $8,792,858.

    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 91,109 shares
    Change vs previous 13F not available

    10.57% of the 13F portfolio, value $9,250,297.

    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).