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Disclosery

JDH Wealth Management, LLC: DFEM position timeline

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

JDH Wealth Management, LLC held 94,943 DFEM 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 94,943 shares
    Change vs previous 13F +44 shares

    2.35% of the 13F portfolio, value $3,858,484.

    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 94,899 shares
    Change vs previous 13F -3,479 shares

    2.21% of the 13F portfolio, value $3,278,770.

    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 98,378 shares
    Change vs previous 13F -1,147 shares

    2.23% of the 13F portfolio, value $3,254,338.

    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 99,525 shares
    Change vs previous 13F +9,221 shares

    2.27% of the 13F portfolio, value $3,191,752.

    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 90,304 shares
    Change vs previous 13F -30,050 shares

    2.05% of the 13F portfolio, value $2,680,214.

    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 120,354 shares
    Change vs previous 13F +13,964 shares

    2.73% of the 13F portfolio, value $3,184,578.

    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 106,390 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,786,349.

    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).