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Disclosery

Goodwin Investment Advisory: JHMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on JHMM, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 6,334 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,334 shares
    Change vs previous 13F +468 shares

    0.96% of the 13F portfolio, value $474,795.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 5,866 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $393,745.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 5,866 shares
    Change vs previous 13F -1,288 shares

    0.42% of the 13F portfolio, value $384,124.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 7,154 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $462,792.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 7,154 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $437,324.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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