Skip to content
Disclosery

HHM Wealth Advisors, LLC: SCHM position timeline

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

HHM Wealth Advisors, LLC held 472,953 SCHM 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 472,953 shares
    Change vs previous 13F -10,530 shares

    1.76% of the 13F portfolio, value $17,437,775.

    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 483,483 shares
    Change vs previous 13F -3,571 shares

    1.73% of the 13F portfolio, value $14,968,642.

    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 487,054 shares
    Change vs previous 13F -11,386 shares

    1.73% of the 13F portfolio, value $14,645,706.

    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 498,440 shares
    Change vs previous 13F -1,120 shares

    1.71% of the 13F portfolio, value $14,773,757.

    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 499,560 shares
    Change vs previous 13F -6,299 shares

    1.67% of the 13F portfolio, value $14,012,651.

    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 505,859 shares
    Change vs previous 13F -10,419 shares

    1.78% of the 13F portfolio, value $13,253,505.

    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 516,278 shares
    Change vs previous 13F +343,256 shares

    1.95% of the 13F portfolio, value $14,306,071.

    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 173,022 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $14,376,394.

    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).