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Disclosery

JDH Wealth Management, LLC: DFIV position timeline

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

JDH Wealth Management, LLC held 287,818 DFIV 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 287,818 shares
    Change vs previous 13F -4,251 shares

    9.46% of the 13F portfolio, value $15,547,936.

    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 292,069 shares
    Change vs previous 13F -6,733 shares

    10.39% of the 13F portfolio, value $15,415,398.

    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 298,802 shares
    Change vs previous 13F -2,607 shares

    10.22% of the 13F portfolio, value $14,910,243.

    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 301,409 shares
    Change vs previous 13F -6,430 shares

    9.87% of the 13F portfolio, value $13,900,963.

    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 307,839 shares
    Change vs previous 13F -625 shares

    10.1% of the 13F portfolio, value $13,184,763.

    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 308,464 shares
    Change vs previous 13F +6 shares

    10.42% of the 13F portfolio, value $12,141,142.

    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 308,458 shares
    Change vs previous 13F not available

    9.6% of the 13F portfolio, value $10,944,096.

    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).