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Disclosery

JFG Wealth Management, LLC: VTV position timeline

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

JFG Wealth Management, LLC held 3,347 VTV 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 3,347 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $624,182.

    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 3,347 shares
    Change vs previous 13F -130 shares

    0.12% of the 13F portfolio, value $591,549.

    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 3,477 shares
    Change vs previous 13F -3,480 shares

    0.14% of the 13F portfolio, value $600,617.

    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 6,957 shares
    Change vs previous 13F +168 shares

    0.27% of the 13F portfolio, value $1,177,820.

    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 6,789 shares
    Change vs previous 13F +3,163 shares

    0.33% of the 13F portfolio, value $1,185,156.

    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 3,626 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $581,647.

    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).