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HHM Wealth Advisors, LLC: FNDA position timeline

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

HHM Wealth Advisors, LLC held 93,414 FNDA 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 93,414 shares
    Change vs previous 13F +49 shares

    0.36% of the 13F portfolio, value $3,555,337.

    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 93,365 shares
    Change vs previous 13F -3,921 shares

    0.35% of the 13F portfolio, value $3,027,827.

    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 97,286 shares
    Change vs previous 13F +7,345 shares

    0.36% of the 13F portfolio, value $3,065,482.

    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 89,941 shares
    Change vs previous 13F +91 shares

    0.32% of the 13F portfolio, value $2,802,562.

    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 89,850 shares
    Change vs previous 13F +500 shares

    0.31% of the 13F portfolio, value $2,574,203.

    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 89,350 shares
    Change vs previous 13F +3,938 shares

    0.33% of the 13F portfolio, value $2,447,297.

    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 85,412 shares
    Change vs previous 13F +42,509 shares

    0.34% of the 13F portfolio, value $2,536,737.

    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 42,903 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,555,732.

    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).