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Beacon Harbor Wealth Advisors, Inc.: HWM position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 30,902 HWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,902 shares
    Change vs previous 13F +30,902 shares

    1.7% of the 13F portfolio, value $8,722,399.

    13F-HR 0002063364-26-000285 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -65,462 shares

    13F-HR 0001784093-25-000003 filed by Beacon Harbor Wealth Advisors, Inc.
    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.

  3. period ended2024-09-30
    13F 65,462 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $6,563,000.

    13F-HR 0001784093-24-000011 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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