Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: HWM position timeline

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

Steward Partners Investment Advisory, LLC held 26,265 HWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,265 shares
    Change vs previous 13F +4,644 shares

    0.04% of the 13F portfolio, value $7,061,691.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 21,621 shares
    Change vs previous 13F +1,415 shares

    0.03% of the 13F portfolio, value $4,982,847.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 20,206 shares
    Change vs previous 13F +4,681 shares

    0.02% of the 13F portfolio, value $4,142,685.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 15,525 shares
    Change vs previous 13F +4,459 shares

    0.02% of the 13F portfolio, value $3,046,488.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 11,066 shares
    Change vs previous 13F +1,830 shares

    0.02% of the 13F portfolio, value $2,059,715.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 9,236 shares
    Change vs previous 13F -37 shares

    0.01% of the 13F portfolio, value $1,198,186.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 9,273 shares
    Change vs previous 13F +5,664 shares

    0.01% of the 13F portfolio, value $1,014,189.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 3,609 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $361,803.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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