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HOHIMER WEALTH MANAGEMENT, LLC: MSCI position timeline

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

HOHIMER WEALTH MANAGEMENT, LLC held 0 MSCI shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,583 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,583 shares
    Change vs previous 13F -99 shares

    0.12% of the 13F portfolio, value $908,314.

    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).

  3. period ended2025-09-30
    13F 1,682 shares
    Change vs previous 13F +260 shares

    0.13% of the 13F portfolio, value $954,409.

    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).

  4. period ended2025-06-30
    13F 1,422 shares
    Change vs previous 13F +25 shares

    0.15% of the 13F portfolio, value $820,124.

    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).

  5. period ended2025-03-31
    13F 1,397 shares
    Change vs previous 13F -153 shares

    0.15% of the 13F portfolio, value $790,004.

    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).

  6. period ended2024-12-31
    13F 1,550 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $930,016.

    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).

  7. period ended2024-09-30
    13F 1,539 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $897,129.

    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).