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National Wealth Management Group, LLC: HWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on HWM, newest first. How the timeline and the estimate are built.

National Wealth Management Group, LLC held 4,780 HWM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,780 shares
    Change vs previous 13F +1,651 shares

    0.4% of the 13F portfolio, value $1,285,269.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 3,129 shares
    Change vs previous 13F -1,807 shares

    0.27% of the 13F portfolio, value $721,154.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 4,936 shares
    Change vs previous 13F -559 shares

    0.35% of the 13F portfolio, value $1,012,013.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 5,495 shares
    Change vs previous 13F -621 shares

    0.41% of the 13F portfolio, value $1,078,310.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 6,116 shares
    Change vs previous 13F -2,546 shares

    0.64% of the 13F portfolio, value $1,138,388.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 8,662 shares
    Change vs previous 13F -370 shares

    0.74% of the 13F portfolio, value $1,123,728.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 9,032 shares
    Change vs previous 13F -4,023 shares

    0.66% of the 13F portfolio, value $987,830.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 13,055 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,308,764.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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