WKC β€” WORLD KINECT CORPORATION

Ownership history in HHM Wealth Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

HHM Wealth Advisors, LLC reported WORLD KINECT CORPORATION (WKC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows WKC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WKC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HHM Wealth Advisors, LLC's position in WORLD KINECT CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WKC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HHM Wealth Advisors, LLC held WKC β€” position size vs. price
% of Fund (quarterly)    WKC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 900 β€” 0% 0.00% $21K 2026-04-17 $23.43
2025 Q4 UNCHANGED 900 β€” 0% 0.00% $21K 2026-01-22 $26.33
2025 Q3 UNCHANGED 900 β€” 0% 0.00% $23K 2025-10-29 $25.25
2025 Q2 UNCHANGED 900 β€” 0% 0.00% $26K 2025-08-11 $24.45
2025 Q1 UNCHANGED 900 β€” 0% 0.00% $26K 2025-05-08 $25.73
2024 Q4 INITIATED 900 β€” β€” 0.00% $25K 2025-01-24 $27.72

FAQ About HHM Wealth Advisors, LLC and WKC

These are the practical questions this page is built to answer before you even open the full history table.

How long has HHM Wealth Advisors, LLC reported owning WKC?

HHM Wealth Advisors, LLC reported WKC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WKC position in HHM Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for WKC was 0.00% in 2025 Q1.

What is the latest reported WKC position on this page?

The most recent filing on this page is 2026 Q1, when HHM Wealth Advisors, LLC reported 900 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this WKC ownership page compare?

The chart compares HHM Wealth Advisors, LLC's quarterly WKC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to HHM Wealth Advisors, LLC Holdings