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HHM Wealth Advisors, LLC: SCHF position timeline

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

HHM Wealth Advisors, LLC held 1,118,071 SCHF 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 1,118,071 shares
    Change vs previous 13F +43,792 shares

    3.12% of the 13F portfolio, value $30,970,576.

    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 1,074,279 shares
    Change vs previous 13F -11,983 shares

    3.07% of the 13F portfolio, value $26,588,403.

    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 1,086,262 shares
    Change vs previous 13F -38,368 shares

    3.08% of the 13F portfolio, value $26,113,742.

    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 1,124,630 shares
    Change vs previous 13F -128,514 shares

    3.03% of the 13F portfolio, value $26,181,389.

    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 1,253,144 shares
    Change vs previous 13F +20,681 shares

    3.29% of the 13F portfolio, value $27,694,485.

    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 1,232,463 shares
    Change vs previous 13F +41,784 shares

    3.28% of the 13F portfolio, value $24,378,122.

    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 1,190,679 shares
    Change vs previous 13F +610,777 shares

    3% of the 13F portfolio, value $22,027,565.

    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 579,902 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $23,845,590.

    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).