SFG Wealth Management, LLC.: VBK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on VBK, newest first. How the timeline and the estimate are built.
SFG Wealth Management, LLC. held 0 VBK shares at 2026-03-31 per its 13F-HR filed 2026-04-23.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,841 shares
13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,841 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $556,184.
13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,841 sharesChange vs previous 13F -1,831 shares
0.24% of the 13F portfolio, value $547,918.
13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,672 sharesChange vs previous 13F -20 shares
0.61% of the 13F portfolio, value $1,016,923.
13F-HR 0001085146-25-004187 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,692 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $929,535.
13F-HR 0001085146-25-002300 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).