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JFG Wealth Management, LLC: QQQ position timeline

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

JFG Wealth Management, LLC held 4,684 QQQ 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 4,684 shares
    Change vs previous 13F +52 shares

    0.55% of the 13F portfolio, value $2,811,847.

    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 4,632 shares
    Change vs previous 13F +606 shares

    0.53% of the 13F portfolio, value $2,555,050.

    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 4,026 shares
    Change vs previous 13F -40 shares

    0.43% of the 13F portfolio, value $1,887,654.

    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 4,066 shares
    Change vs previous 13F +54 shares

    0.48% of the 13F portfolio, value $2,078,424.

    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 4,012 shares
    Change vs previous 13F +6 shares

    0.54% of the 13F portfolio, value $1,958,369.

    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 4,006 shares
    Change vs previous 13F +6 shares

    0.55% of the 13F portfolio, value $1,919,304.

    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 4,000 shares
    Change vs previous 13F -1,000 shares

    0.48% of the 13F portfolio, value $1,776,040.

    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 5,000 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,047,600.

    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).