Position in FIG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,753
-$2,150 QoQ
Shares Held
705
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#302
of 369 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIG Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $2,662,749 across 17 Software - Application names. FIG ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
16,511 | $1,435,301 | |
| 2 | UBER |
Uber Technologies, Inc
|
11,792 | $850,910 | |
| 3 | SHOP |
Shopify Inc.
|
995 | $113,609 | |
| 4 | DDOG |
Datadog, Inc.
|
328 | $85,398 | |
| 5 | ADP |
Automatic Data Processing Inc
|
203 | $45,461 | |
| 6 | NOW |
ServiceNow, Inc.
|
304 | $30,181 | |
| 7 | SAP |
Sap SE
|
152 | $23,424 | |
| 8 | INTU |
Intuit Inc.
|
70 | $18,270 |
All Filings in FIG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,753 | 705 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,903 | 705 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,463 | 280 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $14,523 | 280 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||