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Disclosery

JDH Wealth Management, LLC: DFSD position timeline

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

JDH Wealth Management, LLC held 34,705 DFSD 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 34,705 shares
    Change vs previous 13F +5,912 shares

    1.01% of the 13F portfolio, value $1,657,164.

    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 28,793 shares
    Change vs previous 13F +4,798 shares

    0.93% of the 13F portfolio, value $1,378,609.

    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 23,995 shares
    Change vs previous 13F -1,062 shares

    0.79% of the 13F portfolio, value $1,150,560.

    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 25,057 shares
    Change vs previous 13F +3,664 shares

    0.86% of the 13F portfolio, value $1,207,497.

    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 21,393 shares
    Change vs previous 13F +6,822 shares

    0.79% of the 13F portfolio, value $1,027,078.

    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 14,571 shares
    Change vs previous 13F +3,879 shares

    0.59% of the 13F portfolio, value $692,414.

    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 10,692 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $501,241.

    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).