Skip to content
Disclosery

JFG Wealth Management, LLC: AAPL position timeline

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

JFG Wealth Management, LLC held 7,746 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,746 shares
    Change vs previous 13F +860 shares

    0.39% of the 13F portfolio, value $1,972,274.

    13F-HR 0001172661-25-004522 filed by JFG Wealth 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 ended2025-06-30
    13F 6,886 shares
    Change vs previous 13F -8,164 shares

    0.3% of the 13F portfolio, value $1,412,718.

    13F-HR 0001172661-25-002960 filed by JFG Wealth 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 ended2025-03-31
    13F 15,050 shares
    Change vs previous 13F -6,054 shares

    0.76% of the 13F portfolio, value $3,342,955.

    13F-HR 0001172661-25-001676 filed by JFG Wealth 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 ended2024-12-31
    13F 21,104 shares
    Change vs previous 13F +8,152 shares

    1.21% of the 13F portfolio, value $5,284,864.

    13F-HR 0001172661-25-000493 filed by JFG Wealth 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 ended2024-09-30
    13F 12,952 shares
    Change vs previous 13F +9,296 shares

    0.83% of the 13F portfolio, value $3,017,816.

    13F-HR 0001172661-24-004421 filed by JFG Wealth 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 ended2024-06-30
    13F 3,656 shares
    Change vs previous 13F -578 shares

    0.22% of the 13F portfolio, value $770,027.

    13F-HR 0001172661-24-003043 filed by JFG Wealth 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 ended2024-03-31
    13F 4,234 shares
    Change vs previous 13F -1,781 shares

    0.19% of the 13F portfolio, value $726,046.

    13F-HR 0001172661-24-002137 filed by JFG Wealth 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 ended2023-12-31
    13F 6,015 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,158,068.

    13F-HR 0001172661-24-000469 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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