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Disclosery

JFG Wealth Management, LLC: SHM position timeline

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

JFG Wealth Management, LLC held 8,136 SHM 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 8,136 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $392,318.

    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 8,136 shares
    Change vs previous 13F -673 shares

    0.08% of the 13F portfolio, value $389,145.

    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 8,809 shares
    Change vs previous 13F -2,661 shares

    0.1% of the 13F portfolio, value $419,308.

    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 11,470 shares
    Change vs previous 13F +3,639 shares

    0.12% of the 13F portfolio, value $543,563.

    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 7,831 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $376,984.

    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 7,831 shares
    Change vs previous 13F -41,182 shares

    0.11% of the 13F portfolio, value $369,545.

    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 49,013 shares
    Change vs previous 13F -6,757 shares

    0.62% of the 13F portfolio, value $2,325,177.

    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 55,770 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,665,248.

    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).