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NewEdge Advisors, LLC: JHMM position timeline

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

NewEdge Advisors, LLC held 28,262 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,262 shares
    Change vs previous 13F -1,358 shares

    0.01% of the 13F portfolio, value $2,118,553.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 29,620 shares
    Change vs previous 13F -9,718 shares

    0.01% of the 13F portfolio, value $1,988,100.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 39,338 shares
    Change vs previous 13F -39,070 shares

    0.01% of the 13F portfolio, value $2,575,846.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 78,408 shares
    Change vs previous 13F -57,990 shares

    0.02% of the 13F portfolio, value $5,072,212.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 136,398 shares
    Change vs previous 13F +68,085 shares

    0.04% of the 13F portfolio, value $8,338,022.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 68,313 shares
    Change vs previous 13F -17,657 shares

    0.02% of the 13F portfolio, value $3,914,397.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 85,970 shares
    Change vs previous 13F -10,308 shares

    0.03% of the 13F portfolio, value $5,135,034.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 96,278 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,795,923.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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