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HHM Wealth Advisors, LLC: CALF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on CALF, newest first. How the timeline and the estimate are built.

HHM Wealth Advisors, LLC held 250,104 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,104 shares
    Change vs previous 13F -130,102 shares

    1.27% of the 13F portfolio, value $12,657,782.

    13F-HR 0001750086-26-000003 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 380,206 shares
    Change vs previous 13F -378,774 shares

    1.97% of the 13F portfolio, value $17,059,840.

    13F-HR 0001750086-26-000002 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 758,980 shares
    Change vs previous 13F -31,765 shares

    3.97% of the 13F portfolio, value $33,675,934.

    13F-HR 0001750086-26-000001 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 790,745 shares
    Change vs previous 13F -28,581 shares

    4% of the 13F portfolio, value $34,618,805.

    13F-HR 0001750086-25-000008 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 819,326 shares
    Change vs previous 13F +42,722 shares

    3.88% of the 13F portfolio, value $32,621,466.

    13F-HR 0001750086-25-000004 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 776,604 shares
    Change vs previous 13F +134,545 shares

    3.92% of the 13F portfolio, value $29,122,649.

    13F-HR 0001750086-25-000003 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 642,059 shares
    Change vs previous 13F +20,298 shares

    3.84% of the 13F portfolio, value $28,256,997.

    13F-HR 0001750086-25-000002 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 621,761 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $28,924,331.

    13F-HR 0001750086-24-000004 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).