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JDH Wealth Management, LLC: DFGR position timeline

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

JDH Wealth Management, LLC held 190,149 DFGR 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 190,149 shares
    Change vs previous 13F +13,434 shares

    3.35% of the 13F portfolio, value $5,508,625.

    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 176,715 shares
    Change vs previous 13F +8,583 shares

    3.17% of the 13F portfolio, value $4,697,098.

    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 168,132 shares
    Change vs previous 13F +12,299 shares

    3.05% of the 13F portfolio, value $4,442,045.

    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 155,833 shares
    Change vs previous 13F +11,458 shares

    3.02% of the 13F portfolio, value $4,255,788.

    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 144,375 shares
    Change vs previous 13F +6,039 shares

    2.97% of the 13F portfolio, value $3,873,579.

    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 138,336 shares
    Change vs previous 13F +15,103 shares

    3.12% of the 13F portfolio, value $3,632,706.

    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 123,233 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $3,147,367.

    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).