Position in HUBS
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$83,726
-$53,919 QoQ
Shares Held
343
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUBS 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.
| # | 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 HUBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,726 | 343 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $137,645 | 343 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $160,455 | 343 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $192,037 | 345 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $197,095 | 345 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $240,385 | 345 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $182,338 | 343 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $202,297 | 343 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $164,785 | 263 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $152,682 | 263 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $129,527 | 263 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $139,939 | 263 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $112,761 | 263 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $76,041 | 263 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $87,789 | 325 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $97,711 | 325 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $153,880 | 324 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $213,564 | 324 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $217,700 | 322 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $184,722 | 317 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $119,457 | 263 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $104,263 | 263 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||