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JDM Financial Group LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JDM Financial Group LLC on IBDR, newest first. How the timeline and the estimate are built.

JDM Financial Group LLC held 1,248 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,248 shares
    Change vs previous 13F -25,886 shares

    0.01% of the 13F portfolio, value $30,239.

    13F-HR 0001960212-26-000003 filed by JDM Financial Group 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 27,134 shares
    Change vs previous 13F -796 shares

    0.25% of the 13F portfolio, value $657,735.

    13F-HR 0001960212-26-000002 filed by JDM Financial Group 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 27,930 shares
    Change vs previous 13F -6,522 shares

    0.26% of the 13F portfolio, value $676,750.

    13F-HR 0001960212-26-000001 filed by JDM Financial Group 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 34,452 shares
    Change vs previous 13F -3,056 shares

    0.35% of the 13F portfolio, value $837,186.

    13F-HR 0001960212-25-000003 filed by JDM Financial Group 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 37,508 shares
    Change vs previous 13F -6,524 shares

    0.43% of the 13F portfolio, value $909,569.

    13F-HR 0001095449-25-000060 filed by JDM Financial Group 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 44,032 shares
    Change vs previous 13F -11,724 shares

    0.54% of the 13F portfolio, value $1,066,015.

    13F-HR 0001095449-25-000043 filed by JDM Financial Group 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 55,756 shares
    Change vs previous 13F -24,631 shares

    0.7% of the 13F portfolio, value $1,342,047.

    13F-HR 0001095449-25-000009 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,387 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,953,404.

    13F-HR 0001095449-24-000087 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).