VIRGINIA WEALTH MANAGEMENT GROUP, INC.: BX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VIRGINIA WEALTH MANAGEMENT GROUP, INC. on BX, newest first. How the timeline and the estimate are built.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 40,245 BX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 40,245 sharesChange vs previous 13F +326 shares
2.22% of the 13F portfolio, value $4,511,040.
13F-HR 0001898282-26-000004 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Accepted , ingested - period ended2026-06-3013F 39,919 sharesChange vs previous 13F +704 shares
2.34% of the 13F portfolio, value $4,697,316.
13F-HR 0001898282-26-000003 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,215 sharesChange vs previous 13F +30,430 shares
2.41% of the 13F portfolio, value $4,509,362.
13F-HR 0001898282-26-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,785 sharesChange vs previous 13F +9 shares
0.79% of the 13F portfolio, value $1,354,160.
13F-HR 0001898282-26-000001 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,776 sharesChange vs previous 13F -44 shares
0.86% of the 13F portfolio, value $1,499,389.
13F-HR 0001898282-25-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,820 sharesChange vs previous 13F +1,177 shares
0.8% of the 13F portfolio, value $1,319,249.
13F-HR 0001085146-25-003923 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,643 sharesChange vs previous 13F -2,150 shares
0.66% of the 13F portfolio, value $1,068,271.
13F-HR 0001085146-25-002108 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,793 sharesChange vs previous 13F not available
1.05% of the 13F portfolio, value $1,688,587.
13F-HR 0001085146-25-000503 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).