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Disclosery

JDM Financial Group LLC: IVV position timeline

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

JDM Financial Group LLC held 20,687 IVV 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 20,687 shares
    Change vs previous 13F -310 shares

    5.29% of the 13F portfolio, value $15,491,162.

    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 20,997 shares
    Change vs previous 13F -295 shares

    5.29% of the 13F portfolio, value $13,714,476.

    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 21,292 shares
    Change vs previous 13F -998 shares

    5.66% of the 13F portfolio, value $14,583,953.

    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 22,290 shares
    Change vs previous 13F -2,114 shares

    6.25% of the 13F portfolio, value $14,918,969.

    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 24,404 shares
    Change vs previous 13F -32 shares

    7.15% of the 13F portfolio, value $15,152,407.

    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 24,436 shares
    Change vs previous 13F -230 shares

    6.97% of the 13F portfolio, value $13,730,852.

    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 24,666 shares
    Change vs previous 13F -106 shares

    7.55% of the 13F portfolio, value $14,520,175.

    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 24,772 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $14,289,161.

    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).