Skip to content
Disclosery

JDH Wealth Management, LLC: DFAU position timeline

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

JDH Wealth Management, LLC held 137,571 DFAU 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 137,571 shares
    Change vs previous 13F -7,945 shares

    4.33% of the 13F portfolio, value $7,111,060.

    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 145,516 shares
    Change vs previous 13F +1,717 shares

    4.43% of the 13F portfolio, value $6,565,676.

    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 143,799 shares
    Change vs previous 13F -259 shares

    4.61% of the 13F portfolio, value $6,729,779.

    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 144,058 shares
    Change vs previous 13F -1,645 shares

    4.68% of the 13F portfolio, value $6,592,078.

    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 145,703 shares
    Change vs previous 13F +27,725 shares

    4.73% of the 13F portfolio, value $6,171,981.

    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 117,978 shares
    Change vs previous 13F +20,823 shares

    3.89% of the 13F portfolio, value $4,535,065.

    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 97,155 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $3,933,802.

    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).