JFG Wealth Management, LLC: PDBC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JFG Wealth Management, LLC on PDBC, newest first. How the timeline and the estimate are built.
JFG Wealth Management, LLC held 307,945 PDBC shares at 2025-09-30 per its 13F-HR filed 2025-10-31.
the latest 13F is the newest step
- period ended2025-09-3013F 307,945 sharesChange vs previous 13F -16,225 shares
0.81% of the 13F portfolio, value $4,135,701.
13F-HR 0001172661-25-004522 filed by JFG Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 324,170 sharesChange vs previous 13F -222,936 shares
0.88% of the 13F portfolio, value $4,227,177.
13F-HR 0001172661-25-002960 filed by JFG Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 547,106 sharesChange vs previous 13F -12,667 shares
1.69% of the 13F portfolio, value $7,457,055.
13F-HR 0001172661-25-001676 filed by JFG Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 559,773 sharesChange vs previous 13F +276,399 shares
1.67% of the 13F portfolio, value $7,271,451.
13F-HR 0001172661-25-000493 filed by JFG Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 283,374 sharesChange vs previous 13F -30,965 shares
1.04% of the 13F portfolio, value $3,805,713.
13F-HR 0001172661-24-004421 filed by JFG Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 314,339 sharesChange vs previous 13F -16,707 shares
1.26% of the 13F portfolio, value $4,416,463.
13F-HR 0001172661-24-003043 filed by JFG Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 331,046 sharesChange vs previous 13F -26,405 shares
1.23% of the 13F portfolio, value $4,591,608.
13F-HR 0001172661-24-002137 filed by JFG Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 357,451 sharesChange vs previous 13F not available
1.37% of the 13F portfolio, value $4,754,098.
13F-HR 0001172661-24-000469 filed by JFG Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).