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JDH Wealth Management, LLC: BSVO position timeline

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

JDH Wealth Management, LLC held 350,048 BSVO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,048 shares
    Change vs previous 13F -25,227 shares

    6.22% of the 13F portfolio, value $10,217,788.

    13F-HR 0002022512-26-000006 filed by JDH Wealth Management, 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 375,275 shares
    Change vs previous 13F -6,509 shares

    6.42% of the 13F portfolio, value $9,520,720.

    13F-HR 0002022512-26-000005 filed by JDH Wealth Management, 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 381,784 shares
    Change vs previous 13F +4,773 shares

    6.1% of the 13F portfolio, value $8,895,561.

    13F-HR 0002022512-26-000001 filed by JDH Wealth Management, 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 377,011 shares
    Change vs previous 13F +22,078 shares

    6.06% of the 13F portfolio, value $8,539,786.

    13F-HR 0002022512-25-000007 filed by JDH Wealth Management, 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 354,933 shares
    Change vs previous 13F +56,273 shares

    5.54% of the 13F portfolio, value $7,233,531.

    13F-HR 0002022512-25-000004 filed by JDH Wealth Management, 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 298,660 shares
    Change vs previous 13F -5,422 shares

    4.98% of the 13F portfolio, value $5,805,947.

    13F-HR 0002022512-25-000003 filed by JDH Wealth Management, LLC
    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 304,082 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $6,583,373.

    13F-HR 0002022512-25-000002 filed by JDH Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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