HF Advisory Group, LLC: CWB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HF Advisory Group, LLC on CWB, newest first. How the timeline and the estimate are built.
HF Advisory Group, LLC held 36,344 CWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 36,344 sharesChange vs previous 13F +1,553 shares
1.1% of the 13F portfolio, value $3,677,291.
13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
Accepted , ingested - period ended2026-06-3013F 34,791 sharesChange vs previous 13F +682 shares
1.16% of the 13F portfolio, value $3,751,198.
13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,109 sharesChange vs previous 13F +1,042 shares
1.06% of the 13F portfolio, value $3,121,685.
13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 33,067 sharesChange vs previous 13F +1,579 shares
1.03% of the 13F portfolio, value $2,949,571.
13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,488 sharesChange vs previous 13F +1,076 shares
1.05% of the 13F portfolio, value $2,849,665.
13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,412 sharesChange vs previous 13F +3,308 shares
0.99% of the 13F portfolio, value $2,513,840.
13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,104 sharesChange vs previous 13F +784 shares
0.91% of the 13F portfolio, value $2,076,678.
13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,320 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $2,050,078.
13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).