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Schneider Downs Wealth Management Advisors, LP: JHML position timeline

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

Schneider Downs Wealth Management Advisors, LP held 64,641 JHML shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,641 shares
    Change vs previous 13F -1,232 shares

    0.54% of the 13F portfolio, value $5,764,720.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 65,873 shares
    Change vs previous 13F -90 shares

    0.57% of the 13F portfolio, value $5,155,897.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 65,963 shares
    Change vs previous 13F +1,857 shares

    0.59% of the 13F portfolio, value $5,267,118.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 64,106 shares
    Change vs previous 13F -876 shares

    0.6% of the 13F portfolio, value $5,023,995.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 64,982 shares
    Change vs previous 13F +2,970 shares

    0.71% of the 13F portfolio, value $4,766,632.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 62,012 shares
    Change vs previous 13F +2,361 shares

    0.76% of the 13F portfolio, value $4,180,826.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 59,651 shares
    Change vs previous 13F +5,900 shares

    0.78% of the 13F portfolio, value $4,154,668.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 53,751 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,732,452.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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