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Disclosery

JDM Financial Group LLC: SPDW position timeline

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

JDM Financial Group LLC held 884,654 SPDW 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 884,654 shares
    Change vs previous 13F +140,571 shares

    11.08% of the 13F portfolio, value $32,455,641.

    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 744,083 shares
    Change vs previous 13F +89,654 shares

    10.35% of the 13F portfolio, value $26,838,284.

    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 654,429 shares
    Change vs previous 13F +107,719 shares

    9.07% of the 13F portfolio, value $23,359,986.

    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 546,710 shares
    Change vs previous 13F +123,972 shares

    9.68% of the 13F portfolio, value $23,099,620.

    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 422,738 shares
    Change vs previous 13F +17,707 shares

    8.08% of the 13F portfolio, value $17,116,675.

    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 405,031 shares
    Change vs previous 13F +21,924 shares

    7.48% of the 13F portfolio, value $14,747,191.

    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 383,107 shares
    Change vs previous 13F +48,180 shares

    6.8% of the 13F portfolio, value $13,075,428.

    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 334,927 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $12,579,868.

    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).