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CONGRESS ASSET MANAGEMENT CO: JHEQX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONGRESS ASSET MANAGEMENT CO on JHEQX, newest first. How the timeline and the estimate are built.

CONGRESS ASSET MANAGEMENT CO held 9,239 JHEQX shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,239 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $326,876.

    13F-HR 0000897378-26-000015 filed by CONGRESS ASSET MANAGEMENT CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,225 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $319,462.

    13F-HR 0000897378-26-000010 filed by CONGRESS ASSET MANAGEMENT CO
    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 9,214 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $309,406.

    13F-HR 0000897378-26-000005 filed by CONGRESS ASSET MANAGEMENT CO
    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 9,205 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $325,489.

    13F-HR 0000897378-26-000002 filed by CONGRESS ASSET MANAGEMENT CO
    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 9,190 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $317,515.

    13F-HR 0000897378-25-000016 filed by CONGRESS ASSET MANAGEMENT CO
    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 9,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,626.

    13F-HR 0000897378-25-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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