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Disclosery

JDM Financial Group LLC: SPYV position timeline

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

JDM Financial Group LLC held 70,373 SPYV 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 70,373 shares
    Change vs previous 13F +5,509 shares

    1.46% of the 13F portfolio, value $4,277,951.

    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 64,864 shares
    Change vs previous 13F +535 shares

    1.42% of the 13F portfolio, value $3,670,010.

    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 64,329 shares
    Change vs previous 13F -421 shares

    1.42% of the 13F portfolio, value $3,654,555.

    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 64,750 shares
    Change vs previous 13F -949 shares

    1.5% of the 13F portfolio, value $3,582,625.

    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 65,699 shares
    Change vs previous 13F -48 shares

    1.62% of the 13F portfolio, value $3,438,661.

    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 65,747 shares
    Change vs previous 13F -464 shares

    1.7% of the 13F portfolio, value $3,357,716.

    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 66,211 shares
    Change vs previous 13F +2,895 shares

    1.76% of the 13F portfolio, value $3,386,036.

    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 63,316 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,346,860.

    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).