Sanchez Wealth Management Group: JHMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sanchez Wealth Management Group on JHMM, newest first. How the timeline and the estimate are built.
Sanchez Wealth Management Group held 185,722 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 185,722 sharesChange vs previous 13F +4,905 shares
2.44% of the 13F portfolio, value $13,921,702.
13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 180,817 sharesChange vs previous 13F -83 shares
2.62% of the 13F portfolio, value $12,136,426.
13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 180,900 sharesChange vs previous 13F +11,511 shares
2.53% of the 13F portfolio, value $11,845,325.
13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 169,389 sharesChange vs previous 13F -60,154 shares
2.43% of the 13F portfolio, value $10,957,735.
13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 229,543 sharesChange vs previous 13F +2,150 shares
3.38% of the 13F portfolio, value $14,031,931.
13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 227,393 sharesChange vs previous 13F +4,672 shares
3.54% of the 13F portfolio, value $13,029,666.
13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 222,721 sharesChange vs previous 13F +37,290 shares
3.63% of the 13F portfolio, value $13,303,097.
13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 185,431 sharesChange vs previous 13F not available
3.4% of the 13F portfolio, value $11,162,917.
13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).