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HILL ISLAND FINANCIAL LLC: JPM position timeline

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

HILL ISLAND FINANCIAL LLC held 2,059 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,059 shares
    Change vs previous 13F -2 shares

    0.14% of the 13F portfolio, value $673,972.

    13F-HR 0001951757-26-001225 filed by HILL ISLAND FINANCIAL 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 2,061 shares
    Change vs previous 13F -139 shares

    0.15% of the 13F portfolio, value $606,264.

    13F-HR 0001951757-26-000842 filed by HILL ISLAND FINANCIAL 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 2,200 shares
    Change vs previous 13F +16 shares

    0.17% of the 13F portfolio, value $708,884.

    13F-HR 0001951757-26-000275 filed by HILL ISLAND FINANCIAL 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 2,184 shares
    Change vs previous 13F -7 shares

    0.17% of the 13F portfolio, value $688,899.

    13F-HR 0001951757-25-001335 filed by HILL ISLAND FINANCIAL 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 2,191 shares
    Change vs previous 13F +2,191 shares

    0.18% of the 13F portfolio, value $635,193.

    13F-HR 0001951757-25-000902 filed by HILL ISLAND FINANCIAL 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 0 shares
    Change vs previous 13F -1,354 shares

    13F-HR 0001951757-25-000399 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,354 shares
    Change vs previous 13F -47 shares

    0.09% of the 13F portfolio, value $324,567.

    13F-HR 0001951757-25-000236 filed by HILL ISLAND FINANCIAL 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 1,401 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $295,492.

    13F-HR 0001951757-24-001115 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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