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Kathmere Capital Management, LLC: JVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathmere Capital Management, LLC on JVAL, newest first. How the timeline and the estimate are built.

Kathmere Capital Management, LLC held 130,843 JVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,843 shares
    Change vs previous 13F -3,823 shares

    0.41% of the 13F portfolio, value $7,672,634.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 134,666 shares
    Change vs previous 13F -2,270 shares

    0.41% of the 13F portfolio, value $6,579,781.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 136,936 shares
    Change vs previous 13F -3,181 shares

    0.45% of the 13F portfolio, value $6,720,819.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 140,117 shares
    Change vs previous 13F -2,889 shares

    0.47% of the 13F portfolio, value $6,655,558.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 143,006 shares
    Change vs previous 13F +38,040 shares

    0.49% of the 13F portfolio, value $6,325,155.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 104,966 shares
    Change vs previous 13F -472 shares

    0.37% of the 13F portfolio, value $4,347,692.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 105,438 shares
    Change vs previous 13F -3,677 shares

    0.41% of the 13F portfolio, value $4,554,922.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 109,115 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,754,141.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).