Skip to content
Disclosery

JDH Wealth Management, LLC: DFAR position timeline

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

JDH Wealth Management, LLC held 8,790 DFAR 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 8,790 shares
    Change vs previous 13F -1,384 shares

    0.14% of the 13F portfolio, value $229,942.

    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 10,174 shares
    Change vs previous 13F -1,840 shares

    0.16% of the 13F portfolio, value $240,624.

    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 12,014 shares
    Change vs previous 13F -14 shares

    0.19% of the 13F portfolio, value $275,125.

    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 12,028 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $286,870.

    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 12,025 shares
    Change vs previous 13F -336 shares

    0.22% of the 13F portfolio, value $282,115.

    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 12,361 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $293,812.

    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 12,360 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $287,624.

    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).