HAUS β€” RESIDENTIAL REIT ETF

Ownership history in JDM Financial Group LLC  Β·  3 quarters on record

AI Ownership Summary

JDM Financial Group LLC reported RESIDENTIAL REIT ETF (HAUS) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows HAUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HAUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JDM Financial Group LLC's position in RESIDENTIAL REIT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HAUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JDM Financial Group LLC held HAUS β€” position size vs. price
% of Fund (quarterly)    HAUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 55 β€” 0% 0.00% $977 2026-02-14 (Est.) $18.28
2025 Q3 ADDED 55 +1 +1.9% 0.00% $970 2025-10-21 $17.15
2025 Q2 INITIATED 54 β€” β€” 0.00% $982 2025-08-04 $16.90

🏒 Other funds also holding HAUS

As of 2026 Q1 β€” sorted by position size

Spire Wealth Management 3Y 0.0%

FAQ About JDM Financial Group LLC and HAUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has JDM Financial Group LLC reported owning HAUS?

JDM Financial Group LLC reported HAUS across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported HAUS position in JDM Financial Group LLC's portfolio?

The largest reported portfolio weight for HAUS was 0.00% in 2025 Q2.

What is the latest reported HAUS position on this page?

The most recent filing on this page is 2025 Q4, when JDM Financial Group LLC reported 55 shares, equal to 0.00% of portfolio, with an estimated market value of $977.

What does the chart on this HAUS ownership page compare?

The chart compares JDM Financial Group LLC's quarterly HAUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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