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Disclosery

JDM Financial Group LLC: SPY position timeline

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

JDM Financial Group LLC held 8,888 SPY 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 8,888 shares
    Change vs previous 13F +50 shares

    2.27% of the 13F portfolio, value $6,637,568.

    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 8,838 shares
    Change vs previous 13F -20 shares

    2.22% of the 13F portfolio, value $5,747,818.

    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 8,858 shares
    Change vs previous 13F -74 shares

    2.34% of the 13F portfolio, value $6,040,341.

    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 8,932 shares
    Change vs previous 13F -386 shares

    2.49% of the 13F portfolio, value $5,949,992.

    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 9,318 shares
    Change vs previous 13F +1 shares

    2.72% of the 13F portfolio, value $5,757,132.

    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 9,317 shares
    Change vs previous 13F -579 shares

    2.64% of the 13F portfolio, value $5,211,797.

    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 9,896 shares
    Change vs previous 13F +65 shares

    3.01% of the 13F portfolio, value $5,800,118.

    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 9,831 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $5,640,729.

    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).