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CWC Advisors, LLC.: HAE position timeline

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

CWC Advisors, LLC. held 3,888 HAE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,888 shares
    Change vs previous 13F -217 shares

    0.13% of the 13F portfolio, value $291,600.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, LLC.
    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 4,105 shares
    Change vs previous 13F -439 shares

    0.11% of the 13F portfolio, value $231,358.

    13F-HR 0001941040-26-000223 filed by CWC 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 ended2025-12-31
    13F 4,544 shares
    Change vs previous 13F -7 shares

    0.18% of the 13F portfolio, value $364,202.

    13F-HR 0001941040-26-000043 filed by CWC 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 ended2025-09-30
    13F 4,551 shares
    Change vs previous 13F +328 shares

    0.11% of the 13F portfolio, value $221,816.

    13F-HR 0001941040-25-000544 filed by CWC 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 ended2025-06-30
    13F 4,223 shares
    Change vs previous 13F +105 shares

    0.16% of the 13F portfolio, value $315,078.

    13F-HR 0001941040-25-000345 filed by CWC 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 ended2025-03-31
    13F 4,118 shares
    Change vs previous 13F +1,035 shares

    0.15% of the 13F portfolio, value $261,699.

    13F-HR 0001941040-25-000232 filed by CWC 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 ended2024-12-31
    13F 3,083 shares
    Change vs previous 13F +212 shares

    0.24% of the 13F portfolio, value $240,721.

    13F-HR 0001520683-25-000001 filed by CWC 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 ended2024-09-30
    13F 2,871 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $230,771.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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