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Disclosery

Focus Partners Wealth: JHMM position timeline

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

Focus Partners Wealth held 630,958 JHMM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 630,958 shares
    Change vs previous 13F -18,998 shares

    0.05% of the 13F portfolio, value $47,296,666.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 649,956 shares
    Change vs previous 13F -29,179 shares

    0.05% of the 13F portfolio, value $43,625,059.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 679,135 shares
    Change vs previous 13F -291,470 shares

    0.05% of the 13F portfolio, value $44,469,753.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 970,605 shares
    Change vs previous 13F +277,765 shares

    0.1% of the 13F portfolio, value $62,438,049.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 692,840 shares
    Change vs previous 13F +279,305 shares

    0.09% of the 13F portfolio, value $42,353,310.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 413,535 shares
    Change vs previous 13F -456,409 shares

    0.06% of the 13F portfolio, value $23,695,541.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 869,944 shares
    Change vs previous 13F -22,682 shares

    0.14% of the 13F portfolio, value $51,961,794.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 892,626 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $53,736,124.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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