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Disclosery

Hedeker Wealth, LLC: JPM position timeline

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

Hedeker Wealth, LLC held 17,788 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,788 shares
    Change vs previous 13F -514 shares

    1.11% of the 13F portfolio, value $5,822,462.

    13F-HR 0001172661-26-003060 filed by Hedeker Wealth, 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 18,302 shares
    Change vs previous 13F +129 shares

    1.14% of the 13F portfolio, value $5,383,935.

    13F-HR 0001172661-26-001655 filed by Hedeker Wealth, 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 18,173 shares
    Change vs previous 13F -410 shares

    1.23% of the 13F portfolio, value $5,855,943.

    13F-HR 0001172661-26-000275 filed by Hedeker Wealth, 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 18,583 shares
    Change vs previous 13F +224 shares

    1.22% of the 13F portfolio, value $5,861,554.

    13F-HR 0001172661-25-004345 filed by Hedeker Wealth, 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 18,359 shares
    Change vs previous 13F -106 shares

    1.24% of the 13F portfolio, value $5,322,673.

    13F-HR 0001172661-25-002984 filed by Hedeker Wealth, 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 18,465 shares
    Change vs previous 13F -397 shares

    1.22% of the 13F portfolio, value $4,529,401.

    13F-HR 0001172661-25-001587 filed by Hedeker Wealth, 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 18,862 shares
    Change vs previous 13F -120 shares

    1.13% of the 13F portfolio, value $4,521,508.

    13F-HR 0001172661-25-000370 filed by Hedeker Wealth, 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 18,982 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,002,631.

    13F-HR 0001172661-24-004361 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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