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Sanchez Wealth Management Group: JHML position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sanchez Wealth Management Group on JHML, newest first. How the timeline and the estimate are built.

Sanchez Wealth Management Group held 519,367 JHML shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 519,367 shares
    Change vs previous 13F +15,420 shares

    8.12% of the 13F portfolio, value $46,317,098.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 503,947 shares
    Change vs previous 13F +5,524 shares

    8.53% of the 13F portfolio, value $39,443,883.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 498,423 shares
    Change vs previous 13F -4,013 shares

    8.51% of the 13F portfolio, value $39,799,038.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 502,436 shares
    Change vs previous 13F +7,329 shares

    8.74% of the 13F portfolio, value $39,375,849.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 495,107 shares
    Change vs previous 13F +12,318 shares

    8.76% of the 13F portfolio, value $36,317,581.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 482,789 shares
    Change vs previous 13F +14,842 shares

    8.84% of the 13F portfolio, value $32,549,605.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 467,947 shares
    Change vs previous 13F +43,444 shares

    8.9% of the 13F portfolio, value $32,592,503.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 424,503 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $29,477,494.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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