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Disclosery

HOHIMER WEALTH MANAGEMENT, LLC: ISTB position timeline

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

HOHIMER WEALTH MANAGEMENT, LLC held 4,206 ISTB 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 4,206 shares
    Change vs previous 13F -183 shares

    0.02% of the 13F portfolio, value $202,932.

    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 4,389 shares
    Change vs previous 13F -989 shares

    0.03% of the 13F portfolio, value $212,692.

    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 5,378 shares
    Change vs previous 13F -42 shares

    0.04% of the 13F portfolio, value $262,162.

    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 5,420 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $264,735.

    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).

  5. period ended2025-06-30
    13F 5,520 shares
    Change vs previous 13F -470 shares

    0.05% of the 13F portfolio, value $268,545.

    13F-HR 0001802533-25-000007 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).

  6. period ended2025-03-31
    13F 5,990 shares
    Change vs previous 13F -42 shares

    0.06% of the 13F portfolio, value $289,600.

    13F-HR 0001802533-25-000004 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).

  7. period ended2024-12-31
    13F 6,032 shares
    Change vs previous 13F -680 shares

    0.05% of the 13F portfolio, value $288,168.

    13F-HR 0001802533-25-000003 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).

  8. period ended2024-09-30
    13F 6,712 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $326,737.

    13F-HR 0001802533-24-000009 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).