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Disclosery

JDM Financial Group LLC: XHLF position timeline

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

JDM Financial Group LLC held 498,806 XHLF 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 498,806 shares
    Change vs previous 13F -33,591 shares

    8.57% of the 13F portfolio, value $25,089,893.

    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 532,397 shares
    Change vs previous 13F -19,947 shares

    10.33% of the 13F portfolio, value $26,795,504.

    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 552,344 shares
    Change vs previous 13F +25,037 shares

    10.78% of the 13F portfolio, value $27,755,262.

    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 527,307 shares
    Change vs previous 13F +275,122 shares

    11.14% of the 13F portfolio, value $26,586,818.

    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 252,185 shares
    Change vs previous 13F -100,198 shares

    5.99% of the 13F portfolio, value $12,694,992.

    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 352,383 shares
    Change vs previous 13F -15,474 shares

    9% of the 13F portfolio, value $17,744,222.

    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 367,857 shares
    Change vs previous 13F +79,604 shares

    9.59% of the 13F portfolio, value $18,459,064.

    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 288,253 shares
    Change vs previous 13F not available

    7.91% of the 13F portfolio, value $14,539,481.

    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).