Position in WTW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$36,591
-$4,107 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#539
of 687 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $338,794 across 4 Insurance Brokers names. WTW ranks #3 (10.8% of the industry book) .
All Filings in WTW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,591 | 140 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $40,698 | 140 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $46,004 | 140 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $48,363 | 140 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $42,910 | 140 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,326 | 143 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $44,793 | 143 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $41,234 | 140 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $36,699 | 140 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $38,500 | 140 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $33,768 | 140 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||