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PALO ALTO WEALTH ADVISORS, LLC: JHMM position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 115,901 JHMM shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 115,901 shares
    Change vs previous 13F -4,471 shares

    2.2% of the 13F portfolio, value $7,540,488.

    13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH 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 ended2025-06-30
    13F 120,372 shares
    Change vs previous 13F -55,133 shares

    2.78% of the 13F portfolio, value $7,358,324.

    13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH 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 ended2025-03-31
    13F 175,505 shares
    Change vs previous 13F -10,536 shares

    4.1% of the 13F portfolio, value $10,517,993.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH 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 ended2024-12-31
    13F 186,041 shares
    Change vs previous 13F +8,881 shares

    3.9% of the 13F portfolio, value $11,112,215.

    13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH 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 ended2024-09-30
    13F 177,160 shares
    Change vs previous 13F +14,923 shares

    4.46% of the 13F portfolio, value $10,778,430.

    13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH 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 ended2024-06-30
    13F 162,237 shares
    Change vs previous 13F +8,840 shares

    6.17% of the 13F portfolio, value $8,929,530.

    13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH 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 ended2024-03-31
    13F 153,397 shares
    Change vs previous 13F +17,354 shares

    6.21% of the 13F portfolio, value $8,801,920.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH 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 ended2023-12-31
    13F 136,043 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $7,164,024.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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