HHM Wealth Advisors, LLC: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on PLTR, newest first. How the timeline and the estimate are built.
HHM Wealth Advisors, LLC held 5,047 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 5,047 sharesChange vs previous 13F +733 shares
0.06% of the 13F portfolio, value $588,834.
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 4,314 sharesChange vs previous 13F -131 shares
0.07% of the 13F portfolio, value $631,052.
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 4,445 sharesChange vs previous 13F -100 shares
0.09% of the 13F portfolio, value $790,099.
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 4,545 sharesChange vs previous 13F -1,000 shares
0.1% of the 13F portfolio, value $829,099.
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 5,545 sharesChange vs previous 13F -753 shares
0.09% of the 13F portfolio, value $755,895.
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 6,298 sharesChange vs previous 13F +1,135 shares
0.07% of the 13F portfolio, value $531,552.
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 5,163 sharesChange vs previous 13F +492 shares
0.05% of the 13F portfolio, value $390,478.
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 4,671 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $173,762.
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).