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Disclosery

HBW ADVISORY SERVICES LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on CEF, newest first. How the timeline and the estimate are built.

HBW ADVISORY SERVICES LLC held 30,655 CEF 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 30,655 shares
    Change vs previous 13F -267 shares

    0.11% of the 13F portfolio, value $1,233,265.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 30,922 shares
    Change vs previous 13F -5,251 shares

    0.16% of the 13F portfolio, value $1,475,615.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 36,173 shares
    Change vs previous 13F +13,939 shares

    0.18% of the 13F portfolio, value $1,656,715.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 22,234 shares
    Change vs previous 13F -235 shares

    0.09% of the 13F portfolio, value $815,757.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 22,469 shares
    Change vs previous 13F +5,692 shares

    0.08% of the 13F portfolio, value $676,310.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 16,777 shares
    Change vs previous 13F +1,838 shares

    0.07% of the 13F portfolio, value $476,635.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 14,939 shares
    Change vs previous 13F +2,207 shares

    0.04% of the 13F portfolio, value $354,951.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 12,732 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $311,807.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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