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Granite Bay Wealth Management, LLC: JHCB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Granite Bay Wealth Management, LLC on JHCB, newest first. How the timeline and the estimate are built.

Granite Bay Wealth Management, LLC held 1,862,508 JHCB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,862,508 shares
    Change vs previous 13F +73,272 shares

    3.64% of the 13F portfolio, value $39,504,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay Wealth Management, 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 1,789,236 shares
    Change vs previous 13F +140,910 shares

    8.05% of the 13F portfolio, value $37,834,572.

    13F-HR 0001911472-26-000002 filed by Granite Bay Wealth Management, 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 1,648,326 shares
    Change vs previous 13F +135,734 shares

    8.59% of the 13F portfolio, value $35,455,483.

    13F-HR 0001911472-26-000001 filed by Granite Bay Wealth Management, 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 1,512,592 shares
    Change vs previous 13F +171,565 shares

    8.56% of the 13F portfolio, value $32,853,498.

    13F-HR 0001911472-25-000005 filed by Granite Bay Wealth Management, 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 1,341,027 shares
    Change vs previous 13F +132,302 shares

    9.24% of the 13F portfolio, value $28,740,000.

    13F-HR 0001911472-25-000004 filed by Granite Bay Wealth Management, 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 1,208,725 shares
    Change vs previous 13F +77,784 shares

    8.91% of the 13F portfolio, value $25,662,000.

    13F-HR 0001911472-25-000003 filed by Granite Bay Wealth Management, 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 1,130,941 shares
    Change vs previous 13F +59,354 shares

    8.77% of the 13F portfolio, value $23,659,000.

    13F-HR 0001911472-25-000001 filed by Granite Bay Wealth Management, 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 1,071,587 shares
    Change vs previous 13F not available

    13.18% of the 13F portfolio, value $23,500,000.

    13F-HR 0001911472-24-000004 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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