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Disclosery

JDH Wealth Management, LLC: DFUV position timeline

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

JDH Wealth Management, LLC held 213,484 DFUV 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 213,484 shares
    Change vs previous 13F -5,436 shares

    7.15% of the 13F portfolio, value $11,743,736.

    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 218,920 shares
    Change vs previous 13F -5,196 shares

    7.15% of the 13F portfolio, value $10,608,880.

    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 224,116 shares
    Change vs previous 13F -1,367 shares

    7.16% of the 13F portfolio, value $10,441,580.

    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 225,483 shares
    Change vs previous 13F -2,287 shares

    7.15% of the 13F portfolio, value $10,076,844.

    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 227,770 shares
    Change vs previous 13F +12,756 shares

    7.37% of the 13F portfolio, value $9,630,114.

    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 215,014 shares
    Change vs previous 13F +3,749 shares

    7.6% of the 13F portfolio, value $8,860,726.

    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 211,265 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $8,644,950.

    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).