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JDH Wealth Management, LLC: VT position timeline

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

JDH Wealth Management, LLC held 1,578 VT 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 1,578 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $247,667.

    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 1,578 shares
    Change vs previous 13F -42 shares

    0.15% of the 13F portfolio, value $218,269.

    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 1,620 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $228,517.

    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 1,617 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $222,823.

    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 1,614 shares
    Change vs previous 13F -619 shares

    0.16% of the 13F portfolio, value $207,431.

    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 2,233 shares
    Change vs previous 13F +198 shares

    0.22% of the 13F portfolio, value $258,916.

    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 2,035 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $239,072.

    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).