HHM Wealth Advisors, LLC: MSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on MSI, newest first. How the timeline and the estimate are built.
HHM Wealth Advisors, LLC held 73 MSI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 73 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $30,317.
13F-HR 0001750086-26-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 73 sharesChange vs previous 13F +50 shares
<0.01% of the 13F portfolio, value $31,680.
13F-HR 0001750086-26-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,817.
13F-HR 0001750086-26-000001 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23 sharesChange vs previous 13F -7 shares
<0.01% of the 13F portfolio, value $10,518.
13F-HR 0001750086-25-000008 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30 sharesChange vs previous 13F -46 shares
<0.01% of the 13F portfolio, value $12,614.
13F-HR 0001750086-25-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 76 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $33,274.
13F-HR 0001750086-25-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 76 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $35,130.
13F-HR 0001750086-25-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 69 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $31,025.
13F-HR 0001750086-24-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).