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CAPTRUST FINANCIAL ADVISORS: HWM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 26,587 HWM 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 26,587 shares
    Change vs previous 13F -6,127 shares

    0.01% of the 13F portfolio, value $7,148,274.

    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 32,714 shares
    Change vs previous 13F +4,175 shares

    0.01% of the 13F portfolio, value $7,538,618.

    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 28,539 shares
    Change vs previous 13F +593 shares

    0.01% of the 13F portfolio, value $5,851,066.

    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 27,946 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $5,483,901.

    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 27,897 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $5,192,482.

    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 27,755 shares
    Change vs previous 13F +799 shares

    0.01% of the 13F portfolio, value $3,600,633.

    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 26,956 shares
    Change vs previous 13F +3,154 shares

    0.01% of the 13F portfolio, value $2,948,133.

    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 23,802 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,386,130.

    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).