Position in HWM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$703,336
-$9,475 QoQ
Shares Held
2,616
-15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#868
of 1,603 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 29%
Shared 71%
None 0%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $3,899,633 across 5 Aerospace & Defense names. HWM ranks #4 (18.0% of the industry book) .
All Filings in HWM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,336 | 2,616 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $712,811 | 3,093 | Shares | Defined | 2026-05-11 | |
| 2025-06-30 | $1,276,479 | 6,858 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $785,903 | 6,058 | Shares | Defined | 2025-05-22 | |
| 2024-09-30 | $797,789 | 7,958 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,834,270 | 36,510 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||