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HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

UBS holding history

UBS Group AG 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.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
392
Value
$19.4K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of UBS by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026392$19.4K<0.1%+392NewHolders
Q3 20220$00.0%−6,500−100.0%Sold outHolders
Q2 20226,500$105.0K<0.1%00.0%UnchangedHolders
Q1 20226,500$127.0K<0.1%00.0%UnchangedHolders
Q4 20216,500$116.0K<0.1%00.0%UnchangedHolders
Q3 20216,500$104.0K<0.1%00.0%UnchangedHolders
Q2 20216,500$100.0K<0.1%00.0%UnchangedHolders
Q1 20216,500$101.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.