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Disclosery

JFG Wealth Management, LLC: IWD position timeline

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

JFG Wealth Management, LLC held 12,218 IWD 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 12,218 shares
    Change vs previous 13F +53 shares

    0.49% of the 13F portfolio, value $2,487,466.

    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 12,165 shares
    Change vs previous 13F +5,361 shares

    0.49% of the 13F portfolio, value $2,362,895.

    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 6,804 shares
    Change vs previous 13F -4,273 shares

    0.29% of the 13F portfolio, value $1,280,154.

    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 11,077 shares
    Change vs previous 13F -417 shares

    0.47% of the 13F portfolio, value $2,050,723.

    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 11,494 shares
    Change vs previous 13F +4,786 shares

    0.6% of the 13F portfolio, value $2,181,628.

    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 6,708 shares
    Change vs previous 13F +26 shares

    0.33% of the 13F portfolio, value $1,170,348.

    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 6,682 shares
    Change vs previous 13F +796 shares

    0.32% of the 13F portfolio, value $1,196,880.

    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 5,886 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $972,703.

    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).