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Transamerica Financial Advisors, LLC: HWM position timeline

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

Transamerica Financial Advisors, LLC held 47,756 HWM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,756 shares
    Change vs previous 13F -7,294 shares

    1.09% of the 13F portfolio, value $12,839,762.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 55,050 shares
    Change vs previous 13F +24,189 shares

    1.08% of the 13F portfolio, value $12,686,897.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 30,861 shares
    Change vs previous 13F -970 shares

    0.53% of the 13F portfolio, value $6,327,206.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 31,831 shares
    Change vs previous 13F -12,836 shares

    0.52% of the 13F portfolio, value $6,246,108.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial 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 44,667 shares
    Change vs previous 13F -10,406 shares

    0.78% of the 13F portfolio, value $8,313,815.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial 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 55,073 shares
    Change vs previous 13F -2,565 shares

    0.73% of the 13F portfolio, value $7,145,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial 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 57,638 shares
    Change vs previous 13F -1,595 shares

    0.62% of the 13F portfolio, value $6,304,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, 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 59,233 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,939,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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