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JFG Wealth Management, LLC: TFI position timeline

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

JFG Wealth Management, LLC held 21,483 TFI 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 21,483 shares
    Change vs previous 13F -20,147 shares

    0.19% of the 13F portfolio, value $978,979.

    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 41,630 shares
    Change vs previous 13F -10,024 shares

    0.39% of the 13F portfolio, value $1,859,619.

    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 51,654 shares
    Change vs previous 13F -1,821 shares

    0.53% of the 13F portfolio, value $2,328,065.

    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 53,475 shares
    Change vs previous 13F +47,177 shares

    0.56% of the 13F portfolio, value $2,439,545.

    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 6,298 shares
    Change vs previous 13F -62 shares

    0.08% of the 13F portfolio, value $294,945.

    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 6,360 shares
    Change vs previous 13F -9,948 shares

    0.08% of the 13F portfolio, value $290,955.

    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 16,308 shares
    Change vs previous 13F -3,507 shares

    0.2% of the 13F portfolio, value $758,006.

    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 19,815 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $931,320.

    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).