HHM Wealth Advisors, LLC DD — DUPONT DE NEMOURS INC

Ownership history in HHM Wealth Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

HHM Wealth Advisors, LLC reported DUPONT DE NEMOURS INC (DD) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows DD 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DD 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 DUPONT DE NEMOURS INC, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

DD stock page HHM Wealth Advisors, LLC fund profile HHM Wealth Advisors, LLC full holdings
How HHM Wealth Advisors, LLC held DD — position size vs. price
% of Fund (quarterly)    DD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 61.1% +26.1% ❌ 7 -11 -61.1% 0.00% $546 2025-10-29 $34.07
2025 Q1 UNCHANGED — — — 18 — 0% 0.00% $1K 2025-05-08 $27.16
2024 Q4 REDUCED 90.6% -1.5% ✅ 18 -174 -90.6% 0.00% $1K 2025-01-24 $31.56
2024 Q2 UNCHANGED — — — 192 — 0% 0.00% $15K 2024-08-07 $31.21
2024 Q1 UNCHANGED — — — 192 — 0% 0.00% $15K 2024-05-14 $31.52
2023 Q4 UNCHANGED — — — 192 — 0% 0.00% $15K 2024-02-05 $24.49
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DD

As of 2026 Q1 — sorted by position size

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 3.33% BFI Infinity Ltd. 2.07% Midway Capital Research & Management 1.25% OUTFITTERS FINANCIAL LLC 3Y 1.1% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.84% Iowa State Bank 3Y 7Y 0.57% CHRISTINE MESSMER PC 0.52% Register Financial Advisors LLC 3Y 0.5% Roberts Wealth Advisors, LLC 3Y 0.47% IAMS WEALTH MANAGEMENT, LLC 0.45%

FAQ About HHM Wealth Advisors, LLC and DD

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 DD?

HHM Wealth Advisors, LLC reported DD across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for DD was 0.00% in 2023 Q4.

What is the latest reported DD position on this page?

The most recent filing on this page is 2025 Q3, when HHM Wealth Advisors, LLC reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $546.

What does the chart on this DD ownership page compare?

The chart compares HHM Wealth Advisors, LLC's quarterly DD 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.

How well did HHM Wealth Advisors, LLC time their DD position?

Based on 13F filing dates vs. subsequent DD price moves, HHM Wealth Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DD relative to SPY over the holding period was -2.2%.

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