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JFG Wealth Management, LLC: SCHF position timeline

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

JFG Wealth Management, LLC held 149,815 SCHF 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 149,815 shares
    Change vs previous 13F -9,205 shares

    0.68% of the 13F portfolio, value $3,487,693.

    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 159,020 shares
    Change vs previous 13F +11,020 shares

    0.74% of the 13F portfolio, value $3,514,342.

    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 148,000 shares
    Change vs previous 13F +2,279 shares

    0.67% of the 13F portfolio, value $2,927,440.

    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 145,721 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,695,839.

    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).