Position in HWM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$769,477
+$109,901 QoQ
Shares Held
2,862
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#847
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, 2026WEALTHSPAN PARTNERS, LLC holds $2,516,326 across 4 Aerospace & Defense names. HWM ranks #1 (30.6% of the industry book) .
All Filings in HWM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,477 | 2,862 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $659,576 | 2,862 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $586,562 | 2,861 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $234,494 | 1,195 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $222,425 | 1,195 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||