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Disclosery

ENZI WEALTH: JHMM position timeline

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

ENZI WEALTH held 177,127 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,127 shares
    Change vs previous 13F -6,372 shares

    4.15% of the 13F portfolio, value $13,098,560.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 183,499 shares
    Change vs previous 13F -16,984 shares

    4.28% of the 13F portfolio, value $12,316,420.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 200,483 shares
    Change vs previous 13F -402,612 shares

    4.85% of the 13F portfolio, value $13,745,109.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 603,095 shares
    Change vs previous 13F -3,737 shares

    13.53% of the 13F portfolio, value $38,483,468.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 606,832 shares
    Change vs previous 13F -4,480 shares

    13.78% of the 13F portfolio, value $37,623,563.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 611,312 shares
    Change vs previous 13F +21,435 shares

    13.81% of the 13F portfolio, value $34,117,342.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 589,877 shares
    Change vs previous 13F -9,108 shares

    14.13% of the 13F portfolio, value $37,085,581.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 598,985 shares
    Change vs previous 13F not available

    14.3% of the 13F portfolio, value $36,568,041.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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