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Disclosery

NEVILLE RODIE & SHAW INC: JHEQX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEVILLE RODIE & SHAW INC on JHEQX, newest first. How the timeline and the estimate are built.

NEVILLE RODIE & SHAW INC held 284,794 JHEQX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 284,794 shares
    Change vs previous 13F -706 shares

    0.68% of the 13F portfolio, value $10,076,000.

    13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 285,500 shares
    Change vs previous 13F -3,164 shares

    0.64% of the 13F portfolio, value $9,887,000.

    13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
    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 288,664 shares
    Change vs previous 13F -463 shares

    0.7% of the 13F portfolio, value $9,693,000.

    13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
    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 289,127 shares
    Change vs previous 13F -20,207 shares

    0.72% of the 13F portfolio, value $10,224,000.

    13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
    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 309,334 shares
    Change vs previous 13F +85 shares

    0.77% of the 13F portfolio, value $10,687,000.

    13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
    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 309,249 shares
    Change vs previous 13F +15,297 shares

    0.76% of the 13F portfolio, value $10,236,000.

    13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
    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 293,952 shares
    Change vs previous 13F -24,504 shares

    0.72% of the 13F portfolio, value $9,254,000.

    13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 318,456 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $10,547,000.

    13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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