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JFG Wealth Management, LLC: SPY position timeline

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

JFG Wealth Management, LLC held 11,297 SPY 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 11,297 shares
    Change vs previous 13F +11 shares

    1.47% of the 13F portfolio, value $7,526,016.

    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 11,286 shares
    Change vs previous 13F +611 shares

    1.46% of the 13F portfolio, value $6,972,876.

    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 10,675 shares
    Change vs previous 13F -52 shares

    1.36% of the 13F portfolio, value $5,971,230.

    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 10,727 shares
    Change vs previous 13F +1,296 shares

    1.44% of the 13F portfolio, value $6,286,646.

    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 9,431 shares
    Change vs previous 13F -2,706 shares

    1.48% of the 13F portfolio, value $5,411,476.

    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 12,137 shares
    Change vs previous 13F +2,640 shares

    1.88% of the 13F portfolio, value $6,605,343.

    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 9,497 shares
    Change vs previous 13F +5,531 shares

    1.33% of the 13F portfolio, value $4,967,612.

    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 3,966 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,885,079.

    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).