HWM β€” HOWMET AEROSPACE INC

Ownership history in WEALTHSPAN PARTNERS, LLC  Β·  4 quarters on record

AI Ownership Summary

WEALTHSPAN PARTNERS, LLC reported HOWMET AEROSPACE INC (HWM) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows HWM at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTHSPAN PARTNERS, LLC's position in HOWMET AEROSPACE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HWM was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTHSPAN PARTNERS, LLC held HWM β€” position size vs. price
% of Fund (quarterly)    HWM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,862 +1 +0.0% 0.23% $659K 2026-04-08 $250.00
2025 Q4 ADDED 2,861 +1,666 +139.4% 0.21% $587K 2026-01-27 $215.41
2025 Q3 UNCHANGED 1,195 β€” 0% 0.09% $235K 2025-11-03 $206.50
2025 Q2 INITIATED 1,195 β€” β€” 0.09% $222K 2025-07-28 $187.83

FAQ About WEALTHSPAN PARTNERS, LLC and HWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTHSPAN PARTNERS, LLC reported owning HWM?

WEALTHSPAN PARTNERS, LLC reported HWM across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported HWM position in WEALTHSPAN PARTNERS, LLC's portfolio?

The largest reported portfolio weight for HWM was 0.23% in 2026 Q1.

What is the latest reported HWM position on this page?

The most recent filing on this page is 2026 Q1, when WEALTHSPAN PARTNERS, LLC reported 2,862 shares, equal to 0.23% of portfolio, with an estimated market value of $659K.

What does the chart on this HWM ownership page compare?

The chart compares WEALTHSPAN PARTNERS, LLC's quarterly HWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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