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Nvest Wealth Strategies, Inc.: JHMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nvest Wealth Strategies, Inc. on JHMM, newest first. How the timeline and the estimate are built.

Nvest Wealth Strategies, Inc. held 350,254 JHMM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 350,254 shares
    Change vs previous 13F -73,206 shares

    18.25% of the 13F portfolio, value $25,043,128.

    13F-HR 0002106942-26-000004 filed by Nvest Wealth Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 423,460 shares
    Change vs previous 13F +6,865 shares

    19.96% of the 13F portfolio, value $31,742,547.

    13F-HR 0002106942-26-000003 filed by Nvest Wealth Strategies, 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 416,595 shares
    Change vs previous 13F -14,999 shares

    19.68% of the 13F portfolio, value $27,961,855.

    13F-HR 0002106942-26-000002 filed by Nvest Wealth Strategies, 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 431,594 shares
    Change vs previous 13F not available

    20.9% of the 13F portfolio, value $28,260,774.

    13F-HR 0002106942-26-000001 filed by Nvest Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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