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Disclosery

Forge Financial Services LLC: JHMM position timeline

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

Forge Financial Services LLC held 94,501 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,501 shares
    Change vs previous 13F -1,906 shares

    0.61% of the 13F portfolio, value $7,084,118.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services 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 96,407 shares
    Change vs previous 13F -1,302 shares

    0.66% of the 13F portfolio, value $6,470,100.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services 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 97,709 shares
    Change vs previous 13F -489 shares

    2.74% of the 13F portfolio, value $6,397,233.

    13F-HR 0002055357-26-000001 filed by Forge Financial Services 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 98,198 shares
    Change vs previous 13F +2,781 shares

    2.99% of the 13F portfolio, value $6,377,439.

    13F-HR 0002055357-25-000002 filed by Forge Financial Services 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 95,417 shares
    Change vs previous 13F +2,011 shares

    4.38% of the 13F portfolio, value $5,840,908.

    13F-HR 0001085146-25-004792 filed by Forge Financial Services 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 93,406 shares
    Change vs previous 13F -1,018 shares

    4.73% of the 13F portfolio, value $5,352,477.

    13F-HR 0001085146-25-002634 filed by Forge Financial Services 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 94,424 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $5,867,837.

    13F-HR 0001085146-25-001088 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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