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HHM Wealth Advisors, LLC: TFI position timeline

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

HHM Wealth Advisors, LLC held 62,805 TFI 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 62,805 shares
    Change vs previous 13F -12,289 shares

    0.29% of the 13F portfolio, value $2,876,469.

    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 75,094 shares
    Change vs previous 13F +3,715 shares

    0.39% of the 13F portfolio, value $3,404,762.

    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 71,379 shares
    Change vs previous 13F -16,585 shares

    0.38% of the 13F portfolio, value $3,262,735.

    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 87,964 shares
    Change vs previous 13F +205 shares

    0.46% of the 13F portfolio, value $4,008,520.

    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 87,759 shares
    Change vs previous 13F +9,778 shares

    0.47% of the 13F portfolio, value $3,920,195.

    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 77,981 shares
    Change vs previous 13F +5,986 shares

    0.47% of the 13F portfolio, value $3,514,604.

    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 71,995 shares
    Change vs previous 13F +11,346 shares

    0.45% of the 13F portfolio, value $3,284,412.

    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 60,649 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,840,193.

    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).