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Disclosery

JDM Financial Group LLC: SPEM position timeline

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

JDM Financial Group LLC held 337,825 SPEM 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 337,825 shares
    Change vs previous 13F +27,594 shares

    4.37% of the 13F portfolio, value $12,787,928.

    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 310,231 shares
    Change vs previous 13F +18,097 shares

    4.51% of the 13F portfolio, value $11,700,218.

    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 292,134 shares
    Change vs previous 13F +83,186 shares

    4.21% of the 13F portfolio, value $10,839,328.

    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 208,948 shares
    Change vs previous 13F +8,185 shares

    4.06% of the 13F portfolio, value $9,682,960.

    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 200,763 shares
    Change vs previous 13F +10,265 shares

    4.05% of the 13F portfolio, value $8,580,599.

    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 190,498 shares
    Change vs previous 13F +7,330 shares

    3.81% of the 13F portfolio, value $7,499,916.

    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 183,168 shares
    Change vs previous 13F +26,171 shares

    3.65% of the 13F portfolio, value $7,028,173.

    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 156,997 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $6,480,846.

    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).