Position in HWM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$606,817
+$315,516 QoQ
Shares Held
2,257
+78.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#905
of 1,603 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Fi3 FINANCIAL ADVISORS, LLC holds $3,906,301 across 9 Aerospace & Defense names. HWM ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
480,692 | $817,176 | |
| 2 | HWM |
Howmet Aerospace Inc.
This page
|
2,257 | $606,817 | |
| 3 | CW |
Curtiss Wright Corp
|
687 | $520,581 | |
| 4 | RTX |
RTX Corp
|
2,701 | $512,460 | |
| 5 | LMT |
Lockheed Martin Corp
|
945 | $481,439 | |
| 6 | GE |
General Electric Co
|
1,169 | $436,890 | |
| 7 | WWD |
Woodward, Inc.
|
4,312 | $320,532 | |
| 8 | TXT |
Textron Inc
|
1,574 | $144,383 |
All Filings in HWM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,817 | 2,257 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $291,301 | 1,264 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $229,827 | 1,121 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $223,505 | 1,139 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $222,983 | 1,198 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||