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Choice Wealth Advisors LLC: JHMM position timeline

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

Choice Wealth Advisors LLC held 201,271 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,271 shares
    Change vs previous 13F +133 shares

    5.29% of the 13F portfolio, value $15,087,290.

    13F-HR 0001951757-26-000980 filed by Choice Wealth Advisors LLC
    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 201,138 shares
    Change vs previous 13F +1,543 shares

    5.3% of the 13F portfolio, value $13,500,366.

    13F-HR 0001951757-26-000556 filed by Choice Wealth Advisors LLC
    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 199,595 shares
    Change vs previous 13F +503 shares

    5.17% of the 13F portfolio, value $13,069,455.

    13F-HR 0001951757-26-000035 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 199,092 shares
    Change vs previous 13F +358 shares

    5.52% of the 13F portfolio, value $12,879,251.

    13F-HR 0001951757-25-001283 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 198,734 shares
    Change vs previous 13F -736 shares

    5.49% of the 13F portfolio, value $12,148,616.

    13F-HR 0001951757-25-000576 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 199,470 shares
    Change vs previous 13F +2,958 shares

    5.96% of the 13F portfolio, value $11,429,615.

    13F-HR 0001951757-25-000287 filed by Choice Wealth Advisors LLC
    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 196,512 shares
    Change vs previous 13F -1,721 shares

    5.99% of the 13F portfolio, value $11,737,685.

    13F-HR 0001951757-25-000047 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 198,233 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $11,933,621.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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