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Disclosery

JDM Financial Group LLC: VNQ position timeline

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

JDM Financial Group LLC held 163,751 VNQ 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 163,751 shares
    Change vs previous 13F +23,028 shares

    3.75% of the 13F portfolio, value $10,986,144.

    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 140,723 shares
    Change vs previous 13F +7,803 shares

    3.84% of the 13F portfolio, value $9,962,959.

    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 132,920 shares
    Change vs previous 13F +1,543 shares

    3.58% of the 13F portfolio, value $9,222,536.

    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 131,377 shares
    Change vs previous 13F +60,936 shares

    4.97% of the 13F portfolio, value $11,862,418.

    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 70,441 shares
    Change vs previous 13F +1,919 shares

    2.96% of the 13F portfolio, value $6,273,513.

    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 68,522 shares
    Change vs previous 13F +3,286 shares

    3.15% of the 13F portfolio, value $6,203,971.

    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 65,236 shares
    Change vs previous 13F +5,346 shares

    3.02% of the 13F portfolio, value $5,811,209.

    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 59,890 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $5,834,520.

    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).