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Soltis Investment Advisors LLC: HWM position timeline

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

Soltis Investment Advisors LLC held 17,549 HWM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,549 shares
    Change vs previous 13F +327 shares

    0.27% of the 13F portfolio, value $4,718,134.

    13F-HR 0001802530-26-000004 filed by Soltis Investment 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 17,222 shares
    Change vs previous 13F -218 shares

    0.26% of the 13F portfolio, value $3,968,895.

    13F-HR 0001802530-26-000003 filed by Soltis Investment 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/A 17,440 shares
    Change vs previous 13F +4,080 shares

    0.24% of the 13F portfolio, value $3,575,614.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment 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 13,360 shares
    Change vs previous 13F +11,904 shares

    0.18% of the 13F portfolio, value $2,621,727.

    13F-HR 0001802530-25-000007 filed by Soltis Investment 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 1,456 shares
    Change vs previous 13F -19,192 shares

    0.02% of the 13F portfolio, value $270,978.

    13F-HR 0001802530-25-000004 filed by Soltis Investment 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 20,648 shares
    Change vs previous 13F -1,553 shares

    0.24% of the 13F portfolio, value $2,678,698.

    13F-HR 0001802530-25-000003 filed by Soltis Investment 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 22,201 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,428,088.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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