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Disclosery

JBR Co Financial Management Inc: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JBR Co Financial Management Inc on VGT, newest first. How the timeline and the estimate are built.

JBR Co Financial Management Inc held 144,480 VGT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 144,480 shares
    Change vs previous 13F -2,550 shares

    6.48% of the 13F portfolio, value $16,935,946.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 147,030 shares
    Change vs previous 13F +131,397 shares

    6.41% of the 13F portfolio, value $17,573,026.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,633 shares
    Change vs previous 13F 0 shares

    4.93% of the 13F portfolio, value $11,783,843.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,633 shares
    Change vs previous 13F -537 shares

    4.93% of the 13F portfolio, value $11,783,843.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,170 shares
    Change vs previous 13F +295 shares

    5.11% of the 13F portfolio, value $12,073,007.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,875 shares
    Change vs previous 13F -1,061 shares

    5.2% of the 13F portfolio, value $10,529,570.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,936 shares
    Change vs previous 13F +405 shares

    5.37% of the 13F portfolio, value $9,185,748.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,531 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $10,278,976.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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