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HHM Wealth Advisors, LLC: SFBS position timeline

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

HHM Wealth Advisors, LLC held 25,565 SFBS 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 25,565 shares
    Change vs previous 13F -1,769 shares

    0.22% of the 13F portfolio, value $2,217,764.

    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 27,334 shares
    Change vs previous 13F -3,401 shares

    0.23% of the 13F portfolio, value $1,990,736.

    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 30,735 shares
    Change vs previous 13F -314 shares

    0.26% of the 13F portfolio, value $2,206,466.

    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 31,049 shares
    Change vs previous 13F -300 shares

    0.29% of the 13F portfolio, value $2,500,376.

    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 31,349 shares
    Change vs previous 13F -2,200 shares

    0.29% of the 13F portfolio, value $2,429,861.

    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 33,549 shares
    Change vs previous 13F -1,574 shares

    0.37% of the 13F portfolio, value $2,771,148.

    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 35,123 shares
    Change vs previous 13F -8,192 shares

    0.4% of the 13F portfolio, value $2,976,324.

    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 43,315 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,484,692.

    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).