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HHM Wealth Advisors, LLC: VNQ position timeline

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

HHM Wealth Advisors, LLC held 318,158 VNQ 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 318,158 shares
    Change vs previous 13F +13,909 shares

    3.09% of the 13F portfolio, value $30,679,989.

    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 304,249 shares
    Change vs previous 13F +15,356 shares

    3.11% of the 13F portfolio, value $26,986,896.

    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 288,893 shares
    Change vs previous 13F -16,098 shares

    3.02% of the 13F portfolio, value $25,564,116.

    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 304,991 shares
    Change vs previous 13F +19,313 shares

    3.23% of the 13F portfolio, value $27,882,241.

    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 285,678 shares
    Change vs previous 13F +6,083 shares

    3.02% of the 13F portfolio, value $25,442,466.

    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 279,595 shares
    Change vs previous 13F +13,980 shares

    3.41% of the 13F portfolio, value $25,314,560.

    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 265,615 shares
    Change vs previous 13F +8,863 shares

    3.22% of the 13F portfolio, value $23,660,954.

    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 256,752 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $25,012,796.

    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).