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HHM Wealth Advisors, LLC: VUG position timeline

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

HHM Wealth Advisors, LLC held 47,512 VUG 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 47,512 shares
    Change vs previous 13F +39,543 shares

    0.41% of the 13F portfolio, value $4,092,650.

    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 7,969 shares
    Change vs previous 13F -133 shares

    0.4% of the 13F portfolio, value $3,480,987.

    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 8,102 shares
    Change vs previous 13F -580 shares

    0.47% of the 13F portfolio, value $3,952,428.

    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 8,682 shares
    Change vs previous 13F -714 shares

    0.48% of the 13F portfolio, value $4,163,809.

    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 9,396 shares
    Change vs previous 13F +393 shares

    0.49% of the 13F portfolio, value $4,119,250.

    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 9,003 shares
    Change vs previous 13F +111 shares

    0.45% of the 13F portfolio, value $3,338,416.

    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 8,892 shares
    Change vs previous 13F +208 shares

    0.5% of the 13F portfolio, value $3,649,537.

    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 8,684 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,334,123.

    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).