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HOHIMER WEALTH MANAGEMENT, LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOHIMER WEALTH MANAGEMENT, LLC on CEF, newest first. How the timeline and the estimate are built.

HOHIMER WEALTH MANAGEMENT, LLC held 52,769 CEF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,769 shares
    Change vs previous 13F -39,932 shares

    0.22% of the 13F portfolio, value $2,122,897.

    13F-HR 0001802533-26-000004 filed by HOHIMER 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 92,701 shares
    Change vs previous 13F +88,170 shares

    0.54% of the 13F portfolio, value $4,423,692.

    13F-HR 0001802533-26-000003 filed by HOHIMER 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 4,531 shares
    Change vs previous 13F -78,416 shares

    0.03% of the 13F portfolio, value $207,520.

    13F-HR 0001802533-26-000002 filed by HOHIMER 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 82,947 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,043,325.

    13F-HR 0001802533-25-000008 filed by HOHIMER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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