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JFG Wealth Management, LLC: VNQ position timeline

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

JFG Wealth Management, LLC held 60,709 VNQ 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 60,709 shares
    Change vs previous 13F +1,471 shares

    1.09% of the 13F portfolio, value $5,550,017.

    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 59,238 shares
    Change vs previous 13F +519 shares

    1.1% of the 13F portfolio, value $5,275,736.

    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 58,719 shares
    Change vs previous 13F +4,627 shares

    1.21% of the 13F portfolio, value $5,316,418.

    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 54,092 shares
    Change vs previous 13F +2,610 shares

    1.1% of the 13F portfolio, value $4,818,515.

    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 51,482 shares
    Change vs previous 13F -3,555 shares

    1.38% of the 13F portfolio, value $5,015,376.

    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 55,037 shares
    Change vs previous 13F -13,546 shares

    1.31% of the 13F portfolio, value $4,609,899.

    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 68,583 shares
    Change vs previous 13F +3,175 shares

    1.59% of the 13F portfolio, value $5,931,058.

    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 65,408 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $5,779,451.

    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).