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CAPTRUST FINANCIAL ADVISORS: HWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on HWC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 32,402 HWC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,402 shares
    Change vs previous 13F +5,800 shares

    <0.01% of the 13F portfolio, value $2,421,065.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 26,602 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $1,691,588.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 26,670 shares
    Change vs previous 13F +4,731 shares

    <0.01% of the 13F portfolio, value $1,698,370.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 21,939 shares
    Change vs previous 13F +1,355 shares

    <0.01% of the 13F portfolio, value $1,373,590.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 20,584 shares
    Change vs previous 13F +9,099 shares

    <0.01% of the 13F portfolio, value $1,181,526.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 11,485 shares
    Change vs previous 13F +1,274 shares

    <0.01% of the 13F portfolio, value $602,401.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,211 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $558,746.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,266 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $525,289.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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