Heartwood Wealth Advisors LLC

Position in HWM — Howmet Aerospace Inc.

CIK 1794935 RICHMOND, VA

Position in HWM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$836,961

+$119,540 QoQ

Shares Held

3,113

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#824

of 1,603 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $2,620,500 across 5 Aerospace & Defense names. HWM ranks #1 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc. This page	3,113	$836,961
2	CW	Curtiss Wright Corp	850	$644,096
3	RTX	RTX Corp	2,944	$558,565
4	GD	General Dynamics Corp	896	$317,399
5	GE	General Electric Co	705	$263,479

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$836,961	3,113	0.0%	Shares	Sole	2026-07-17
2026-03-31	$717,421	3,113	0.0%	Shares	Sole	2026-04-07
2025-12-31	$638,227	3,113	0.0%	Shares	Sole	2026-01-12
2025-09-30	$610,863	3,113	-35.4%	Shares	Sole	2025-10-06
2025-06-30	$897,518	4,822	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.