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GRIMES & Co WEALTH MANAGEMENT, LLC: JHMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIMES & Co WEALTH MANAGEMENT, LLC on JHMM, newest first. How the timeline and the estimate are built.

GRIMES & Co WEALTH MANAGEMENT, LLC held 77,710 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,710 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $5,825,148.

    13F-HR 0001321993-26-000005 filed by GRIMES & Co 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 77,698 shares
    Change vs previous 13F -34 shares

    0.14% of the 13F portfolio, value $5,215,108.

    13F-HR 0001321993-26-000004 filed by GRIMES & Co 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 77,732 shares
    Change vs previous 13F +476 shares

    0.12% of the 13F portfolio, value $5,089,909.

    13F-HR 0001321993-26-000003 filed by GRIMES & Co 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 77,256 shares
    Change vs previous 13F -801 shares

    0.12% of the 13F portfolio, value $4,997,682.

    13F-HR 0001321993-25-000009 filed by GRIMES & Co 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 78,057 shares
    Change vs previous 13F -202 shares

    0.13% of the 13F portfolio, value $4,771,640.

    13F-HR 0001321993-25-000008 filed by GRIMES & Co 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 78,259 shares
    Change vs previous 13F -93 shares

    0.14% of the 13F portfolio, value $4,484,219.

    13F-HR 0001321993-25-000004 filed by GRIMES & Co 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 78,352 shares
    Change vs previous 13F +260 shares

    0.13% of the 13F portfolio, value $4,679,945.

    13F-HR 0001321993-25-000002 filed by GRIMES & Co 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 78,092 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,701,119.

    13F-HR 0001321993-24-000007 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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