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Disclosery

Simplicity Wealth,LLC: JHMM position timeline

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

Simplicity Wealth,LLC held 98,814 JHMM 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 98,814 shares
    Change vs previous 13F +11,687 shares

    0.25% of the 13F portfolio, value $7,407,082.

    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 87,127 shares
    Change vs previous 13F +20,741 shares

    0.33% of the 13F portfolio, value $5,847,980.

    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 66,386 shares
    Change vs previous 13F +19,324 shares

    0.26% of the 13F portfolio, value $4,346,970.

    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 47,062 shares
    Change vs previous 13F -22,082 shares

    0.18% of the 13F portfolio, value $3,044,441.

    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 69,144 shares
    Change vs previous 13F +51,403 shares

    0.18% of the 13F portfolio, value $4,226,772.

    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 17,741 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,016,559.

    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).