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Disclosery

JDH Wealth Management, LLC: DFAI position timeline

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

JDH Wealth Management, LLC held 22,933 DFAI 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 22,933 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $945,986.

    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 22,933 shares
    Change vs previous 13F -848 shares

    0.6% of the 13F portfolio, value $893,470.

    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 23,781 shares
    Change vs previous 13F -1,587 shares

    0.62% of the 13F portfolio, value $906,294.

    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 25,368 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $922,127.

    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 25,368 shares
    Change vs previous 13F +10,831 shares

    0.67% of the 13F portfolio, value $876,972.

    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 14,537 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $453,991.

    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 14,537 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $424,480.

    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).