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Disclosery

JFG Wealth Management, LLC: SCHR position timeline

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

JFG Wealth Management, LLC held 48,928 SCHR 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 48,928 shares
    Change vs previous 13F -331 shares

    0.24% of the 13F portfolio, value $1,229,561.

    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 49,259 shares
    Change vs previous 13F +1,822 shares

    0.26% of the 13F portfolio, value $1,232,953.

    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 47,437 shares
    Change vs previous 13F +3,192 shares

    0.27% of the 13F portfolio, value $1,179,284.

    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 44,245 shares
    Change vs previous 13F +28,232 shares

    0.25% of the 13F portfolio, value $1,074,711.

    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 16,013 shares
    Change vs previous 13F +337 shares

    0.22% of the 13F portfolio, value $810,258.

    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 15,676 shares
    Change vs previous 13F +2,332 shares

    0.22% of the 13F portfolio, value $764,519.

    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 13,344 shares
    Change vs previous 13F +2,312 shares

    0.18% of the 13F portfolio, value $654,523.

    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 11,032 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $548,511.

    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).