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JFG Wealth Management, LLC: VB position timeline

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

JFG Wealth Management, LLC held 52,765 VB 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 52,765 shares
    Change vs previous 13F -962 shares

    2.63% of the 13F portfolio, value $13,417,084.

    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 53,727 shares
    Change vs previous 13F +3,127 shares

    2.66% of the 13F portfolio, value $12,732,224.

    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 50,600 shares
    Change vs previous 13F +2,853 shares

    2.55% of the 13F portfolio, value $11,220,550.

    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 47,747 shares
    Change vs previous 13F +2,800 shares

    2.63% of the 13F portfolio, value $11,472,649.

    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 44,947 shares
    Change vs previous 13F -2,835 shares

    2.93% of the 13F portfolio, value $10,661,878.

    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 47,782 shares
    Change vs previous 13F -29,615 shares

    2.97% of the 13F portfolio, value $10,418,387.

    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 77,397 shares
    Change vs previous 13F +3,564 shares

    4.74% of the 13F portfolio, value $17,692,180.

    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 73,833 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $15,750,794.

    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).