HHM Wealth Advisors, LLC: VIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on VIG, newest first. How the timeline and the estimate are built.
HHM Wealth Advisors, LLC held 75,800 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 75,800 sharesChange vs previous 13F +70 shares
1.81% of the 13F portfolio, value $17,935,850.
13F-HR 0001750086-26-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,730 sharesChange vs previous 13F -140 shares
1.88% of the 13F portfolio, value $16,286,492.
13F-HR 0001750086-26-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,870 sharesChange vs previous 13F +4,214 shares
1.97% of the 13F portfolio, value $16,674,692.
13F-HR 0001750086-26-000001 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 71,656 sharesChange vs previous 13F +3 shares
1.79% of the 13F portfolio, value $15,462,588.
13F-HR 0001750086-25-000008 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 71,653 sharesChange vs previous 13F +3,695 shares
1.74% of the 13F portfolio, value $14,665,118.
13F-HR 0001750086-25-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 67,958 sharesChange vs previous 13F +968 shares
1.77% of the 13F portfolio, value $13,183,076.
13F-HR 0001750086-25-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 66,990 sharesChange vs previous 13F +333 shares
1.78% of the 13F portfolio, value $13,118,643.
13F-HR 0001750086-25-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 66,657 sharesChange vs previous 13F not available
1.87% of the 13F portfolio, value $13,202,183.
13F-HR 0001750086-24-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).