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HHM Wealth Advisors, LLC: FNDF position timeline

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

HHM Wealth Advisors, LLC held 381,584 FNDF 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 381,584 shares
    Change vs previous 13F +39,318 shares

    2.03% of the 13F portfolio, value $20,132,365.

    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 342,266 shares
    Change vs previous 13F +20,140 shares

    1.93% of the 13F portfolio, value $16,747,067.

    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 322,126 shares
    Change vs previous 13F -1,743 shares

    1.72% of the 13F portfolio, value $14,563,308.

    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 323,869 shares
    Change vs previous 13F +13,985 shares

    1.61% of the 13F portfolio, value $13,913,397.

    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 309,884 shares
    Change vs previous 13F +5,701 shares

    1.47% of the 13F portfolio, value $12,401,543.

    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 304,183 shares
    Change vs previous 13F +15,456 shares

    1.48% of the 13F portfolio, value $10,993,166.

    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 288,727 shares
    Change vs previous 13F +8,907 shares

    1.3% of the 13F portfolio, value $9,588,617.

    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 279,820 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $10,456,864.

    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).