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JDH Wealth Management, LLC: DFAE position timeline

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

JDH Wealth Management, LLC held 45,026 DFAE 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 45,026 shares
    Change vs previous 13F -5,137 shares

    1.1% of the 13F portfolio, value $1,810,495.

    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 50,163 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $1,698,519.

    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 50,163 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,633,809.

    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 50,163 shares
    Change vs previous 13F -934 shares

    1.12% of the 13F portfolio, value $1,581,639.

    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 51,097 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,479,258.

    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).