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Advisors Asset Management, Inc.: HWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on HWM, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 61,384 HWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,384 shares
    Change vs previous 13F -12,722 shares

    0.25% of the 13F portfolio, value $16,503,702.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 74,106 shares
    Change vs previous 13F -2,292 shares

    0.28% of the 13F portfolio, value $17,078,469.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 76,398 shares
    Change vs previous 13F +2,265 shares

    0.26% of the 13F portfolio, value $15,663,118.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 74,133 shares
    Change vs previous 13F +1,102 shares

    0.25% of the 13F portfolio, value $14,547,119.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 73,031 shares
    Change vs previous 13F +1,725 shares

    0.24% of the 13F portfolio, value $13,593,260.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 71,306 shares
    Change vs previous 13F -18,167 shares

    0.17% of the 13F portfolio, value $9,250,527.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 89,473 shares
    Change vs previous 13F +3,153 shares

    0.18% of the 13F portfolio, value $9,785,662.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 86,320 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,653,580.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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