HHM Wealth Advisors, LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on PFE, newest first. How the timeline and the estimate are built.
HHM Wealth Advisors, LLC held 6,101 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 6,101 sharesChange vs previous 13F +90 shares
0.01% of the 13F portfolio, value $146,905.
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 6,011 sharesChange vs previous 13F +436 shares
0.02% of the 13F portfolio, value $168,776.
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 5,575 sharesChange vs previous 13F -3,523 shares
0.02% of the 13F portfolio, value $138,809.
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 9,098 sharesChange vs previous 13F +112 shares
0.03% of the 13F portfolio, value $231,808.
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 8,986 sharesChange vs previous 13F +332 shares
0.03% of the 13F portfolio, value $217,821.
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 8,654 sharesChange vs previous 13F -693 shares
0.03% of the 13F portfolio, value $219,290.
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 9,347 sharesChange vs previous 13F +3,184 shares
0.03% of the 13F portfolio, value $247,980.
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 6,163 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $178,359.
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).