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JFG Wealth Management, LLC: VTI position timeline

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

JFG Wealth Management, LLC held 15,668 VTI 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 15,668 shares
    Change vs previous 13F -152 shares

    1.01% of the 13F portfolio, value $5,141,768.

    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 15,820 shares
    Change vs previous 13F +354 shares

    1.01% of the 13F portfolio, value $4,808,173.

    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 15,466 shares
    Change vs previous 13F +1,889 shares

    0.97% of the 13F portfolio, value $4,250,675.

    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 13,577 shares
    Change vs previous 13F -55 shares

    0.9% of the 13F portfolio, value $3,934,750.

    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 13,632 shares
    Change vs previous 13F +3,148 shares

    1.06% of the 13F portfolio, value $3,860,037.

    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 10,484 shares
    Change vs previous 13F -1,688 shares

    0.8% of the 13F portfolio, value $2,804,575.

    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 12,172 shares
    Change vs previous 13F +739 shares

    0.85% of the 13F portfolio, value $3,163,503.

    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 11,433 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,712,136.

    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).