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HHM Wealth Advisors, LLC: SPTS position timeline

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

HHM Wealth Advisors, LLC held 1,298,928 SPTS 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 1,298,928 shares
    Change vs previous 13F -9,269 shares

    3.79% of the 13F portfolio, value $37,681,898.

    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 1,308,197 shares
    Change vs previous 13F +212,060 shares

    4.4% of the 13F portfolio, value $38,173,195.

    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 1,096,137 shares
    Change vs previous 13F -20,330 shares

    3.79% of the 13F portfolio, value $32,094,899.

    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 1,116,467 shares
    Change vs previous 13F +19,773 shares

    3.79% of the 13F portfolio, value $32,734,819.

    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 1,096,694 shares
    Change vs previous 13F -34,940 shares

    3.82% of the 13F portfolio, value $32,122,181.

    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 1,131,634 shares
    Change vs previous 13F +19,778 shares

    4.45% of the 13F portfolio, value $33,088,966.

    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 1,111,856 shares
    Change vs previous 13F +43,268 shares

    4.39% of the 13F portfolio, value $32,254,952.

    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 1,068,588 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $31,427,171.

    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).