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HHM Wealth Advisors, LLC: FNDE position timeline

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

HHM Wealth Advisors, LLC held 480,918 FNDE 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 480,918 shares
    Change vs previous 13F +47,789 shares

    1.92% of the 13F portfolio, value $19,082,825.

    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 433,129 shares
    Change vs previous 13F +630 shares

    1.91% of the 13F portfolio, value $16,571,499.

    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 432,499 shares
    Change vs previous 13F -16,425 shares

    1.84% of the 13F portfolio, value $15,595,900.

    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 448,924 shares
    Change vs previous 13F -71,773 shares

    1.88% of the 13F portfolio, value $16,233,110.

    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 520,697 shares
    Change vs previous 13F +4,254 shares

    2.04% of the 13F portfolio, value $17,188,224.

    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 516,443 shares
    Change vs previous 13F +8,428 shares

    2.14% of the 13F portfolio, value $15,906,448.

    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 508,015 shares
    Change vs previous 13F +11,012 shares

    2.01% of the 13F portfolio, value $14,757,839.

    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 497,003 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $16,038,288.

    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).