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Certified Advisory Corp: HWM position timeline

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

Certified Advisory Corp held 10,439 HWM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,439 shares
    Change vs previous 13F +1,056 shares

    0.23% of the 13F portfolio, value $2,806,515.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 9,383 shares
    Change vs previous 13F +1,123 shares

    0.19% of the 13F portfolio, value $2,162,343.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 8,260 shares
    Change vs previous 13F +1,732 shares

    0.15% of the 13F portfolio, value $1,693,499.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 6,528 shares
    Change vs previous 13F +1,023 shares

    0.12% of the 13F portfolio, value $1,281,086.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 5,505 shares
    Change vs previous 13F +2,608 shares

    0.11% of the 13F portfolio, value $1,024,621.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 2,897 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $375,780.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 2,895 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $316,635.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 2,894 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $290,093.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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