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HHM Wealth Advisors, LLC: MRSH position timeline

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

HHM Wealth Advisors, LLC held 666 MRSH 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 666 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $111,003.

    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 740 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $128,353.

    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 666 shares
    Change vs previous 13F -334 shares

    0.01% of the 13F portfolio, value $123,557.

    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 1,000 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $201,530.

    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 1,018 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $222,576.

    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 1,018 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $248,423.

    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 1,018 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $216,234.

    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).