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SmartHarvest Portfolios, LLC: HWM position timeline

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

SmartHarvest Portfolios, LLC held 1,757 HWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,757 shares
    Change vs previous 13F +80 shares

    0.15% of the 13F portfolio, value $472,387.

    13F-HR 0001140361-26-031090 filed by SmartHarvest Portfolios, 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 1,677 shares
    Change vs previous 13F -375 shares

    0.16% of the 13F portfolio, value $386,481.

    13F-HR 0001140361-26-015749 filed by SmartHarvest Portfolios, 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 2,052 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $420,701.

    13F-HR 0001140361-26-004848 filed by SmartHarvest Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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