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Arkadios Wealth Advisors: JHMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on JHMM, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 58,738 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,738 shares
    Change vs previous 13F -1,175 shares

    0.07% of the 13F portfolio, value $4,402,994.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,913 shares
    Change vs previous 13F +8,402 shares

    0.07% of the 13F portfolio, value $4,021,314.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,511 shares
    Change vs previous 13F +1,862 shares

    0.07% of the 13F portfolio, value $3,372,920.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,649 shares
    Change vs previous 13F +863 shares

    0.08% of the 13F portfolio, value $3,211,737.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,786 shares
    Change vs previous 13F +1,971 shares

    0.09% of the 13F portfolio, value $2,982,251.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,815 shares
    Change vs previous 13F +11,572 shares

    0.1% of the 13F portfolio, value $2,682,495.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,243 shares
    Change vs previous 13F +174 shares

    0.11% of the 13F portfolio, value $2,105,049.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,069 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,111,131.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).