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Disclosery

JDH Wealth Management, LLC: DFIC position timeline

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

JDH Wealth Management, LLC held 181,966 DFIC 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 181,966 shares
    Change vs previous 13F -4,034 shares

    4.13% of the 13F portfolio, value $6,780,068.

    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 186,000 shares
    Change vs previous 13F -6,625 shares

    4.46% of the 13F portfolio, value $6,608,585.

    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 192,625 shares
    Change vs previous 13F -1,329 shares

    4.55% of the 13F portfolio, value $6,637,865.

    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 193,954 shares
    Change vs previous 13F +5,104 shares

    4.51% of the 13F portfolio, value $6,359,760.

    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 188,850 shares
    Change vs previous 13F +12,507 shares

    4.5% of the 13F portfolio, value $5,871,333.

    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 176,343 shares
    Change vs previous 13F +20,039 shares

    4.2% of the 13F portfolio, value $4,897,044.

    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 156,304 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $4,039,670.

    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).