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HOWARD WEALTH MANAGEMENT, LLC: BSJR position timeline

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

HOWARD WEALTH MANAGEMENT, LLC held 209,291 BSJR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,291 shares
    Change vs previous 13F +22,390 shares

    1.73% of the 13F portfolio, value $4,676,751.

    13F-HR 0001172661-26-002706 filed by HOWARD 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 186,901 shares
    Change vs previous 13F +13,838 shares

    1.76% of the 13F portfolio, value $4,180,053.

    13F-HR 0001172661-26-001654 filed by HOWARD 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 173,063 shares
    Change vs previous 13F +52,467 shares

    1.71% of the 13F portfolio, value $3,913,752.

    13F-HR 0001172661-26-000394 filed by HOWARD 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 120,596 shares
    Change vs previous 13F +21,137 shares

    1.26% of the 13F portfolio, value $2,742,358.

    13F-HR 0001172661-25-004531 filed by HOWARD 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 99,459 shares
    Change vs previous 13F +823 shares

    1.14% of the 13F portfolio, value $2,258,217.

    13F-HR 0001172661-25-003008 filed by HOWARD 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 98,636 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $2,209,920.

    13F-HR 0001172661-25-001746 filed by HOWARD 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 98,636 shares
    Change vs previous 13F +18,527 shares

    1.2% of the 13F portfolio, value $2,209,446.

    13F-HR 0001172661-25-000423 filed by HOWARD 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 80,109 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,818,474.

    13F-HR 0001172661-24-004522 filed by HOWARD WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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