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Jessup Wealth Management, Inc: VXF position timeline

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

Jessup Wealth Management, Inc held 43,511 VXF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,511 shares
    Change vs previous 13F +1,506 shares

    3.2% of the 13F portfolio, value $10,712,878.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, Inc
    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 42,005 shares
    Change vs previous 13F +418 shares

    3.16% of the 13F portfolio, value $8,644,720.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth 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 ended2025-12-31
    13F 41,587 shares
    Change vs previous 13F +1,450 shares

    2.88% of the 13F portfolio, value $8,696,764.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth 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 ended2025-09-30
    13F 40,137 shares
    Change vs previous 13F +792 shares

    3.13% of the 13F portfolio, value $8,402,254.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth 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 ended2025-06-30
    13F 39,345 shares
    Change vs previous 13F -1,337 shares

    3.04% of the 13F portfolio, value $7,582,192.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth 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 ended2025-03-31
    13F 40,682 shares
    Change vs previous 13F +2,013 shares

    2.95% of the 13F portfolio, value $7,007,949.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth 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 ended2024-12-31
    13F 38,669 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $7,346,337.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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