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AVAII WEALTH MANAGEMENT, LLC: JHMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on JHMM, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 20,069 JHMM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,069 shares
    Change vs previous 13F -59 shares

    0.42% of the 13F portfolio, value $1,457,784.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,128 shares
    Change vs previous 13F -197 shares

    0.44% of the 13F portfolio, value $1,508,766.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,325 shares
    Change vs previous 13F -30 shares

    0.48% of the 13F portfolio, value $1,364,190.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,355 shares
    Change vs previous 13F -424 shares

    0.48% of the 13F portfolio, value $1,332,857.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,779 shares
    Change vs previous 13F -632 shares

    0.51% of the 13F portfolio, value $1,344,179.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,411 shares
    Change vs previous 13F -527 shares

    0.58% of the 13F portfolio, value $1,308,841.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 21,938 shares
    Change vs previous 13F -175 shares

    0.67% of the 13F portfolio, value $1,257,035.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,113 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,320,797.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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