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Disclosery

Simplicity Wealth,LLC: JHMD position timeline

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

Simplicity Wealth,LLC held 361,672 JHMD 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 361,672 shares
    Change vs previous 13F +44,989 shares

    0.54% of the 13F portfolio, value $16,061,873.

    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 316,683 shares
    Change vs previous 13F +76,140 shares

    0.76% of the 13F portfolio, value $13,417,934.

    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 240,543 shares
    Change vs previous 13F +74,351 shares

    0.6% of the 13F portfolio, value $9,989,731.

    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 166,192 shares
    Change vs previous 13F -47,554 shares

    0.38% of the 13F portfolio, value $6,644,356.

    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 213,746 shares
    Change vs previous 13F +161,803 shares

    0.34% of the 13F portfolio, value $8,180,060.

    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 51,943 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,815,408.

    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).