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HOHIMER WEALTH MANAGEMENT, LLC: SPY position timeline

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

HOHIMER WEALTH MANAGEMENT, LLC held 9,931 SPY 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 9,931 shares
    Change vs previous 13F -146 shares

    0.76% of the 13F portfolio, value $7,416,076.

    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 10,077 shares
    Change vs previous 13F -246 shares

    0.8% of the 13F portfolio, value $6,553,512.

    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 10,323 shares
    Change vs previous 13F +401 shares

    0.95% of the 13F portfolio, value $7,039,474.

    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 9,922 shares
    Change vs previous 13F -183 shares

    0.92% of the 13F portfolio, value $6,609,548.

    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 10,105 shares
    Change vs previous 13F +4 shares

    1.11% of the 13F portfolio, value $6,243,591.

    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 10,101 shares
    Change vs previous 13F -23 shares

    1.1% of the 13F portfolio, value $5,650,550.

    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 10,124 shares
    Change vs previous 13F +294 shares

    1.12% of the 13F portfolio, value $5,933,585.

    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 9,830 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $5,640,150.

    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).