Skip to content
Disclosery

Evensky & Katz LLC: JHMD position timeline

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

Evensky & Katz LLC held 753,584 JHMD 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 753,584 shares
    Change vs previous 13F -40,698 shares

    1.73% of the 13F portfolio, value $33,467,000.

    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 794,282 shares
    Change vs previous 13F -52,349 shares

    1.91% of the 13F portfolio, value $33,654,000.

    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 846,631 shares
    Change vs previous 13F -6,986 shares

    1.98% of the 13F portfolio, value $35,161,000.

    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 853,617 shares
    Change vs previous 13F -58,474 shares

    1.98% of the 13F portfolio, value $34,128,000.

    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 912,091 shares
    Change vs previous 13F -50,377 shares

    2.13% of the 13F portfolio, value $34,906,000.

    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 962,468 shares
    Change vs previous 13F -18,381 shares

    2.26% of the 13F portfolio, value $33,638,000.

    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 980,849 shares
    Change vs previous 13F +5,677 shares

    2.06% of the 13F portfolio, value $31,456,000.

    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 975,172 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $34,482,000.

    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).