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Disclosery

JDM Financial Group LLC: SGOV position timeline

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

JDM Financial Group LLC held 274,586 SGOV 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 274,586 shares
    Change vs previous 13F -9,364 shares

    7.7% of the 13F portfolio, value $22,541,223.

    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 283,950 shares
    Change vs previous 13F +55,491 shares

    9.07% of the 13F portfolio, value $23,527,026.

    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 228,459 shares
    Change vs previous 13F +120,280 shares

    8.9% of the 13F portfolio, value $22,932,720.

    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 108,179 shares
    Change vs previous 13F +68,457 shares

    4.57% of the 13F portfolio, value $10,893,585.

    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 39,722 shares
    Change vs previous 13F -3,178 shares

    1.89% of the 13F portfolio, value $3,999,608.

    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 42,900 shares
    Change vs previous 13F +20,343 shares

    2.19% of the 13F portfolio, value $4,318,743.

    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 22,557 shares
    Change vs previous 13F +3,237 shares

    1.18% of the 13F portfolio, value $2,262,918.

    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 19,320 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,945,910.

    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).