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NewEdge Wealth, LLC: JHHY position timeline

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

NewEdge Wealth, LLC held 171,022 JHHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,022 shares
    Change vs previous 13F +3,189 shares

    0.04% of the 13F portfolio, value $4,371,843.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 167,833 shares
    Change vs previous 13F +11,965 shares

    0.05% of the 13F portfolio, value $4,253,766.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 155,868 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,026,058.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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