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JFG Wealth Management, LLC: IWB position timeline

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

JFG Wealth Management, LLC held 7,303 IWB 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 7,303 shares
    Change vs previous 13F +14 shares

    0.52% of the 13F portfolio, value $2,669,067.

    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 7,289 shares
    Change vs previous 13F -1,888 shares

    0.52% of the 13F portfolio, value $2,475,117.

    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 9,177 shares
    Change vs previous 13F -646 shares

    0.64% of the 13F portfolio, value $2,814,809.

    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 9,823 shares
    Change vs previous 13F +24 shares

    0.73% of the 13F portfolio, value $3,164,713.

    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 9,799 shares
    Change vs previous 13F +26 shares

    0.85% of the 13F portfolio, value $3,080,715.

    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 9,773 shares
    Change vs previous 13F +1,963 shares

    0.83% of the 13F portfolio, value $2,907,723.

    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 7,810 shares
    Change vs previous 13F +97 shares

    0.6% of the 13F portfolio, value $2,249,620.

    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 7,713 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,022,834.

    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).