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Disclosery

Waterloo Capital, L.P.: JHEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on JHEM, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 28,664 JHEM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,664 shares
    Change vs previous 13F +3,862 shares

    0.06% of the 13F portfolio, value $1,153,554.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 24,802 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $849,669.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 24,802 shares
    Change vs previous 13F +199 shares

    0.06% of the 13F portfolio, value $815,988.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 24,603 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $778,797.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 24,673 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $720,195.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 24,573 shares
    Change vs previous 13F -948 shares

    0.06% of the 13F portfolio, value $655,130.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 25,521 shares
    Change vs previous 13F -7,649 shares

    0.07% of the 13F portfolio, value $659,708.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 33,170 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $948,649.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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