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ERn Financial, LLC: JHML position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ERn Financial, LLC on JHML, newest first. How the timeline and the estimate are built.

ERn Financial, LLC held 135,558 JHML shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,558 shares
    Change vs previous 13F +2,634 shares

    2% of the 13F portfolio, value $12,089,060.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 132,924 shares
    Change vs previous 13F +1,418 shares

    1.96% of the 13F portfolio, value $10,403,998.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 131,506 shares
    Change vs previous 13F +14,020 shares

    1.97% of the 13F portfolio, value $10,500,791.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 117,486 shares
    Change vs previous 13F +28,218 shares

    1.82% of the 13F portfolio, value $9,207,370.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 89,268 shares
    Change vs previous 13F +14,201 shares

    1.38% of the 13F portfolio, value $6,548,069.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 75,067 shares
    Change vs previous 13F +11,340 shares

    0.8% of the 13F portfolio, value $5,061,035.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 63,727 shares
    Change vs previous 13F +19,492 shares

    0.67% of the 13F portfolio, value $4,438,572.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 44,235 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,071,678.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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