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Evensky & Katz LLC: JHSC position timeline

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

Evensky & Katz LLC held 42,913 JHSC 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 42,913 shares
    Change vs previous 13F +84 shares

    0.11% of the 13F portfolio, value $2,084,000.

    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 42,829 shares
    Change vs previous 13F -1,000 shares

    0.1% of the 13F portfolio, value $1,837,000.

    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 43,829 shares
    Change vs previous 13F +153 shares

    0.1% of the 13F portfolio, value $1,840,000.

    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 43,676 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,828,000.

    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 43,676 shares
    Change vs previous 13F +195 shares

    0.1% of the 13F portfolio, value $1,706,000.

    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 43,481 shares
    Change vs previous 13F -1,721 shares

    0.11% of the 13F portfolio, value $1,621,000.

    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 45,202 shares
    Change vs previous 13F +133 shares

    0.12% of the 13F portfolio, value $1,796,000.

    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 45,069 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,809,000.

    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).