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Disclosery

JDH Wealth Management, LLC: DFAT position timeline

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

JDH Wealth Management, LLC held 217,913 DFAT 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 217,913 shares
    Change vs previous 13F -5,031 shares

    9.27% of the 13F portfolio, value $15,232,128.

    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 222,944 shares
    Change vs previous 13F -3,184 shares

    9.39% of the 13F portfolio, value $13,922,883.

    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 226,128 shares
    Change vs previous 13F +227 shares

    9.23% of the 13F portfolio, value $13,463,674.

    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 225,901 shares
    Change vs previous 13F -6,876 shares

    9.33% of the 13F portfolio, value $13,149,704.

    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 232,777 shares
    Change vs previous 13F -8,535 shares

    9.62% of the 13F portfolio, value $12,560,624.

    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 241,312 shares
    Change vs previous 13F -2,812 shares

    10.66% of the 13F portfolio, value $12,425,142.

    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 244,124 shares
    Change vs previous 13F not available

    11.92% of the 13F portfolio, value $13,587,939.

    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).