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JFG Wealth Management, LLC: SPYX position timeline

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

JFG Wealth Management, LLC held 14,234 SPYX 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 14,234 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $780,735.

    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 14,234 shares
    Change vs previous 13F -44,003 shares

    0.15% of the 13F portfolio, value $724,938.

    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 58,237 shares
    Change vs previous 13F -679 shares

    0.61% of the 13F portfolio, value $2,664,343.

    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 58,916 shares
    Change vs previous 13F -959 shares

    0.65% of the 13F portfolio, value $2,836,805.

    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 59,875 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $2,829,094.

    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 59,875 shares
    Change vs previous 13F -3,937 shares

    0.76% of the 13F portfolio, value $2,670,425.

    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 63,812 shares
    Change vs previous 13F -2,760 shares

    0.73% of the 13F portfolio, value $2,731,154.

    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 66,572 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,583,659.

    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).