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Livermore
Livermore
ZHEN

HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
7,233
Value
$2.48M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of V by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,233$2.48M0.2%+1,143+18.8%AddedHolders
Q1 20266,090$1.84M0.2%+400+7.0%AddedHolders
Q4 20255,690$2.00M0.2%−6−0.1%ReducedHolders
Q3 20255,696$1.94M0.2%−251−4.2%ReducedHolders
Q2 20255,947$2.11M0.3%−123−2.0%ReducedHolders
Q1 20256,070$2.13M0.3%+163+2.8%AddedHolders
Q4 20245,907$1.87M0.3%+3,648+161.5%AddedHolders
Q3 20242,259$621.0K0.1%−211−8.5%ReducedHolders
Q2 20242,470$648.3K0.1%+720+41.1%AddedHolders
Q1 20241,750$488.4K0.1%+202+13.0%AddedHolders
Q4 20231,548$403.0K0.1%+90+6.2%AddedHolders
Q3 20231,458$335.4K0.1%00.0%UnchangedHolders
Q2 20231,458$346.2K0.1%−22−1.5%ReducedHolders
Q1 20231,480$333.7K0.1%+189+14.6%AddedHolders
Q4 20221,291$268.2K0.1%−13−1.0%ReducedHolders
Q3 20221,304$232.0K0.1%−4,805−78.7%ReducedHolders
Q2 20226,109$1.20M0.3%+136+2.3%AddedHolders
Q1 20225,973$1.32M0.3%+69+1.2%AddedHolders
Q4 20215,904$1.28M0.3%+23+0.4%AddedHolders
Q3 20215,881$1.31M0.4%00.0%UnchangedHolders
Q2 20215,881$1.38M0.4%00.0%UnchangedHolders
Q1 20215,881$1.25M0.4%––Holders

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