JDM Financial Group LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JDM Financial Group LLC on VO, newest first. How the timeline and the estimate are built.
JDM Financial Group LLC held 229,896 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 229,896 sharesChange vs previous 13F +145,357 shares
4.5% of the 13F portfolio, value $13,172,090.
13F-HR 0001960212-26-000003 filed by JDM Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 84,539 sharesChange vs previous 13F +1,638 shares
4.59% of the 13F portfolio, value $11,902,550.
13F-HR 0001960212-26-000002 filed by JDM Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 82,901 sharesChange vs previous 13F +41,726 shares
4.39% of the 13F portfolio, value $11,297,392.
13F-HR 0001960212-26-000001 filed by JDM Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,175 sharesChange vs previous 13F +36 shares
4.69% of the 13F portfolio, value $11,191,919.
13F-HR 0001960212-25-000003 filed by JDM Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 41,139 sharesChange vs previous 13F +1,114 shares
5.43% of the 13F portfolio, value $11,511,831.
13F-HR 0001095449-25-000060 filed by JDM Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,025 sharesChange vs previous 13F +1,054 shares
5.25% of the 13F portfolio, value $10,351,164.
13F-HR 0001095449-25-000043 filed by JDM Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,971 sharesChange vs previous 13F -212 shares
5.35% of the 13F portfolio, value $10,293,288.
13F-HR 0001095449-25-000009 filed by JDM Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,183 sharesChange vs previous 13F not available
5.62% of the 13F portfolio, value $10,337,651.
13F-HR 0001095449-24-000087 filed by JDM Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).