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Disclosery

Evensky & Katz LLC: JHEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on JHEM, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 29,448 JHEM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,448 shares
    Change vs previous 13F +77 shares

    0.06% of the 13F portfolio, value $1,185,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 29,371 shares
    Change vs previous 13F -250 shares

    0.06% of the 13F portfolio, value $1,006,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 29,621 shares
    Change vs previous 13F -1,462 shares

    0.06% of the 13F portfolio, value $975,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 31,083 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $984,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 31,083 shares
    Change vs previous 13F +297 shares

    0.06% of the 13F portfolio, value $907,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 30,786 shares
    Change vs previous 13F -1,205 shares

    0.06% of the 13F portfolio, value $821,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 31,991 shares
    Change vs previous 13F +222 shares

    0.05% of the 13F portfolio, value $827,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 31,769 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $909,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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