Advisory Alpha, LLC: HWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on HWM, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 4,823 HWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,823 sharesChange vs previous 13F -622 shares
0.03% of the 13F portfolio, value $1,297,062.
13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,445 sharesChange vs previous 13F -197 shares
0.03% of the 13F portfolio, value $1,255,164.
13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,642 sharesChange vs previous 13F +906 shares
0.03% of the 13F portfolio, value $1,156,911.
13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,736 sharesChange vs previous 13F +815 shares
0.03% of the 13F portfolio, value $905,019.
13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,921 sharesChange vs previous 13F +415 shares
0.02% of the 13F portfolio, value $729,927.
13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,506 sharesChange vs previous 13F +704 shares
0.02% of the 13F portfolio, value $454,827.
13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,802 sharesChange vs previous 13F +270 shares
0.01% of the 13F portfolio, value $306,470.
13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,532 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $253,969.
13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).