VIRGINIA WEALTH MANAGEMENT GROUP, INC.: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VIRGINIA WEALTH MANAGEMENT GROUP, INC. on CB, newest first. How the timeline and the estimate are built.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 18,367 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 18,367 sharesChange vs previous 13F +81 shares
3.12% of the 13F portfolio, value $6,258,363.
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 18,286 sharesChange vs previous 13F +115 shares
3.19% of the 13F portfolio, value $5,960,072.
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 18,171 sharesChange vs previous 13F +138 shares
3.31% of the 13F portfolio, value $5,671,441.
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 18,033 sharesChange vs previous 13F +36 shares
2.93% of the 13F portfolio, value $5,089,733.
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 17,997 sharesChange vs previous 13F +104 shares
3.17% of the 13F portfolio, value $5,214,022.
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 17,893 sharesChange vs previous 13F -1,318 shares
3.34% of the 13F portfolio, value $5,403,379.
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 19,211 sharesChange vs previous 13F +114 shares
3.29% of the 13F portfolio, value $5,308,054.
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).
- period ended2024-09-3013F 19,097 sharesChange vs previous 13F not available
3.45% of the 13F portfolio, value $5,507,450.
13F-HR 0001085146-24-004734 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).