HHM Wealth Advisors, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on COST, newest first. How the timeline and the estimate are built.
HHM Wealth Advisors, LLC held 423 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 423 sharesChange vs previous 13F +24 shares
0.04% of the 13F portfolio, value $396,120.
13F-HR 0001750086-26-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 399 sharesChange vs previous 13F -86 shares
0.05% of the 13F portfolio, value $397,998.
13F-HR 0001750086-26-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 485 sharesChange vs previous 13F -6 shares
0.05% of the 13F portfolio, value $418,582.
13F-HR 0001750086-26-000001 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 491 sharesChange vs previous 13F +50 shares
0.05% of the 13F portfolio, value $454,836.
13F-HR 0001750086-25-000008 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 441 sharesChange vs previous 13F -65 shares
0.05% of the 13F portfolio, value $436,918.
13F-HR 0001750086-25-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 506 sharesChange vs previous 13F +39 shares
0.06% of the 13F portfolio, value $478,884.
13F-HR 0001750086-25-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 467 sharesChange vs previous 13F +16 shares
0.06% of the 13F portfolio, value $428,194.
13F-HR 0001750086-25-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 451 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $400,085.
13F-HR 0001750086-24-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).