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Disclosery

JDM Financial Group LLC: TAXX position timeline

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

JDM Financial Group LLC held 12,375 TAXX 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 12,375 shares
    Change vs previous 13F -1,975 shares

    0.21% of the 13F portfolio, value $627,908.

    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 14,350 shares
    Change vs previous 13F -1,576 shares

    0.28% of the 13F portfolio, value $725,464.

    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 15,926 shares
    Change vs previous 13F -1,775 shares

    0.31% of the 13F portfolio, value $807,767.

    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 17,701 shares
    Change vs previous 13F -1,611 shares

    0.38% of the 13F portfolio, value $902,397.

    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 19,312 shares
    Change vs previous 13F -9,390 shares

    0.47% of the 13F portfolio, value $985,878.

    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 28,702 shares
    Change vs previous 13F +4,912 shares

    0.74% of the 13F portfolio, value $1,451,460.

    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 23,790 shares
    Change vs previous 13F -635 shares

    0.62% of the 13F portfolio, value $1,198,259.

    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 24,425 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,240,546.

    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).