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Hixon Zuercher, LLC: JHMM position timeline

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

Hixon Zuercher, LLC held 89,628 JHMM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 89,628 shares
    Change vs previous 13F -63,201 shares

    1.85% of the 13F portfolio, value $6,408,373.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 152,829 shares
    Change vs previous 13F +5,240 shares

    3.36% of the 13F portfolio, value $11,456,031.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 147,589 shares
    Change vs previous 13F +2,734 shares

    3.08% of the 13F portfolio, value $9,906,185.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 144,855 shares
    Change vs previous 13F +396 shares

    2.88% of the 13F portfolio, value $9,485,083.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 144,459 shares
    Change vs previous 13F +10,374 shares

    2.84% of the 13F portfolio, value $9,345,068.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 134,085 shares
    Change vs previous 13F +11,459 shares

    2.65% of the 13F portfolio, value $8,196,631.

    13F-HR 0001667731-25-001033 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 122,626 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $7,026,470.

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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