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Disclosery

JDH Wealth Management, LLC: VLUE position timeline

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

JDH Wealth Management, LLC held 16,094 VLUE 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 16,094 shares
    Change vs previous 13F -589 shares

    1.96% of the 13F portfolio, value $3,215,742.

    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 16,683 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $2,372,156.

    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 16,683 shares
    Change vs previous 13F -439 shares

    1.56% of the 13F portfolio, value $2,281,067.

    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 17,122 shares
    Change vs previous 13F -716 shares

    1.52% of the 13F portfolio, value $2,141,106.

    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 17,838 shares
    Change vs previous 13F +1,954 shares

    1.55% of the 13F portfolio, value $2,019,440.

    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 15,884 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $1,694,029.

    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 15,884 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,677,509.

    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).