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HOHIMER WEALTH MANAGEMENT, LLC: SE position timeline

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

HOHIMER WEALTH MANAGEMENT, LLC held 6,615 SE 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 6,615 shares
    Change vs previous 13F +318 shares

    0.07% of the 13F portfolio, value $633,915.

    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 6,297 shares
    Change vs previous 13F +4,436 shares

    0.06% of the 13F portfolio, value $521,455.

    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 1,861 shares
    Change vs previous 13F -3,481 shares

    0.03% of the 13F portfolio, value $237,408.

    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 5,342 shares
    Change vs previous 13F -160 shares

    0.13% of the 13F portfolio, value $954,776.

    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 5,502 shares
    Change vs previous 13F -815 shares

    0.16% of the 13F portfolio, value $879,990.

    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 6,317 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $824,305.

    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).