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HHM Wealth Advisors, LLC: SCHB position timeline

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

HHM Wealth Advisors, LLC held 5,258,356 SCHB 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 5,258,356 shares
    Change vs previous 13F +111,765 shares

    15.33% of the 13F portfolio, value $152,282,001.

    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 5,146,591 shares
    Change vs previous 13F +108,943 shares

    14.9% of the 13F portfolio, value $129,179,459.

    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 5,037,648 shares
    Change vs previous 13F -167,238 shares

    15.59% of the 13F portfolio, value $132,137,502.

    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 5,204,886 shares
    Change vs previous 13F -263,354 shares

    15.48% of the 13F portfolio, value $133,817,609.

    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 5,468,240 shares
    Change vs previous 13F +1,304,073 shares

    15.49% of the 13F portfolio, value $130,308,151.

    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 4,164,167 shares
    Change vs previous 13F +142,398 shares

    12.07% of the 13F portfolio, value $89,654,517.

    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 4,021,769 shares
    Change vs previous 13F +2,678,507 shares

    12.41% of the 13F portfolio, value $91,294,159.

    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 1,343,262 shares
    Change vs previous 13F not available

    12.67% of the 13F portfolio, value $89,353,786.

    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).