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JFG Wealth Management, LLC: SCHH position timeline

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

JFG Wealth Management, LLC held 32,022 SCHH 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 32,022 shares
    Change vs previous 13F -308 shares

    0.14% of the 13F portfolio, value $690,715.

    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 32,330 shares
    Change vs previous 13F -1,842 shares

    0.14% of the 13F portfolio, value $684,103.

    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 34,172 shares
    Change vs previous 13F -5,045 shares

    0.17% of the 13F portfolio, value $735,040.

    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 39,217 shares
    Change vs previous 13F +3,738 shares

    0.19% of the 13F portfolio, value $825,910.

    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 35,479 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $822,048.

    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 35,479 shares
    Change vs previous 13F -26,743 shares

    0.2% of the 13F portfolio, value $708,516.

    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 62,222 shares
    Change vs previous 13F +4 shares

    0.34% of the 13F portfolio, value $1,263,107.

    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 62,218 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,288,535.

    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).