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Disclosery

Simplicity Wealth,LLC: JHHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Wealth,LLC on JHHY, newest first. How the timeline and the estimate are built.

Simplicity Wealth,LLC held 75,692 JHHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,692 shares
    Change vs previous 13F +6,464 shares

    0.07% of the 13F portfolio, value $1,934,924.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
    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 69,228 shares
    Change vs previous 13F +15,088 shares

    0.1% of the 13F portfolio, value $1,754,614.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 54,140 shares
    Change vs previous 13F +18,169 shares

    0.08% of the 13F portfolio, value $1,398,429.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,LLC
    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 35,971 shares
    Change vs previous 13F -10,437 shares

    0.05% of the 13F portfolio, value $939,550.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,LLC
    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 46,408 shares
    Change vs previous 13F +38,050 shares

    0.05% of the 13F portfolio, value $1,197,332.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,LLC
    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 8,358 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,042.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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