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HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

MFV holding history

MFS Special Value Trust in every 13F filed by HHM Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MFV overviewAll 13F holders of MFVFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2022
Holdings of MFV by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−802−100.0%Sold outHolders
Q1 2024802$3.57K<0.1%00.0%UnchangedHolders
Q4 2023802$3.28K<0.1%00.0%UnchangedHolders
Q3 2023802$3.13K<0.1%00.0%UnchangedHolders
Q2 2023802$3.27K<0.1%00.0%UnchangedHolders
Q1 2023802$3.38K<0.1%+802NewHolders
Q4 20220$00.0%−802−100.0%Sold outHolders
Q3 2022802$3.00K<0.1%00.0%UnchangedHolders
Q2 2022802$4.00K<0.1%+802NewHolders