HHM Wealth Advisors, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on VTI, newest first. How the timeline and the estimate are built.
HHM Wealth Advisors, LLC held 4,886 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 4,886 sharesChange vs previous 13F -108 shares
0.18% of the 13F portfolio, value $1,808,033.
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 4,994 sharesChange vs previous 13F -33 shares
0.18% of the 13F portfolio, value $1,602,094.
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 5,027 sharesChange vs previous 13F +171 shares
0.2% of the 13F portfolio, value $1,685,317.
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 4,856 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $1,593,746.
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 4,856 sharesChange vs previous 13F -71 shares
0.18% of the 13F portfolio, value $1,475,979.
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 4,927 sharesChange vs previous 13F +95 shares
0.18% of the 13F portfolio, value $1,354,223.
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 4,832 sharesChange vs previous 13F -100 shares
0.19% of the 13F portfolio, value $1,400,400.
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 4,932 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,396,493.
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).