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Disclosery

JFG Wealth Management, LLC: SCHC position timeline

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

JFG Wealth Management, LLC held 378,624 SCHC 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 378,624 shares
    Change vs previous 13F -14,579 shares

    3.37% of the 13F portfolio, value $17,231,178.

    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 393,203 shares
    Change vs previous 13F -19,884 shares

    3.5% of the 13F portfolio, value $16,746,516.

    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 413,087 shares
    Change vs previous 13F +51,053 shares

    3.37% of the 13F portfolio, value $14,821,562.

    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 362,034 shares
    Change vs previous 13F -23,335 shares

    2.85% of the 13F portfolio, value $12,428,627.

    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 385,369 shares
    Change vs previous 13F -14,639 shares

    4.07% of the 13F portfolio, value $14,848,268.

    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 400,008 shares
    Change vs previous 13F +56,253 shares

    4.05% of the 13F portfolio, value $14,232,285.

    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 343,755 shares
    Change vs previous 13F +10,974 shares

    3.3% of the 13F portfolio, value $12,306,429.

    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 332,781 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $11,610,729.

    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).