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Disclosery

CapWealth Advisors, LLC: HSY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on HSY, newest first. How the timeline and the estimate are built.

CapWealth Advisors, LLC held 57,252 HSY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 57,252 shares
    Change vs previous 13F +464 shares

    0.68% of the 13F portfolio, value $9,023,416.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,788 shares
    Change vs previous 13F +209 shares

    0.68% of the 13F portfolio, value $9,963,490.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 56,579 shares
    Change vs previous 13F -954 shares

    0.87% of the 13F portfolio, value $11,762,192.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 57,533 shares
    Change vs previous 13F -2,589 shares

    0.72% of the 13F portfolio, value $10,469,834.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 60,122 shares
    Change vs previous 13F -6,867 shares

    0.77% of the 13F portfolio, value $11,245,772.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 66,989 shares
    Change vs previous 13F +876 shares

    1.1% of the 13F portfolio, value $11,116,758.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 66,113 shares
    Change vs previous 13F +1,758 shares

    1.23% of the 13F portfolio, value $11,307,369.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 64,355 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $10,898,546.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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