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HHM Wealth Advisors, LLC: FNDB position timeline

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

HHM Wealth Advisors, LLC held 88,708 FNDB 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 88,708 shares
    Change vs previous 13F -1,785 shares

    0.27% of the 13F portfolio, value $2,702,046.

    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 90,493 shares
    Change vs previous 13F -2,920 shares

    0.28% of the 13F portfolio, value $2,461,410.

    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 93,413 shares
    Change vs previous 13F -75 shares

    0.29% of the 13F portfolio, value $2,481,984.

    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 93,488 shares
    Change vs previous 13F -3,205 shares

    0.28% of the 13F portfolio, value $2,406,382.

    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 96,693 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,318,699.

    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 96,693 shares
    Change vs previous 13F -2,580 shares

    0.3% of the 13F portfolio, value $2,224,906.

    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 99,273 shares
    Change vs previous 13F +65,481 shares

    0.31% of the 13F portfolio, value $2,309,090.

    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 33,792 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,377,944.

    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).