VIRGINIA WEALTH MANAGEMENT GROUP, INC.: DRI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VIRGINIA WEALTH MANAGEMENT GROUP, INC. on DRI, newest first. How the timeline and the estimate are built.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 27,085 DRI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 27,085 sharesChange vs previous 13F +217 shares
2.78% of the 13F portfolio, value $5,579,746.
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 26,868 sharesChange vs previous 13F +263 shares
2.82% of the 13F portfolio, value $5,267,119.
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 26,605 sharesChange vs previous 13F +371 shares
2.86% of the 13F portfolio, value $4,895,913.
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 26,234 sharesChange vs previous 13F +772 shares
2.88% of the 13F portfolio, value $4,993,873.
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 25,462 sharesChange vs previous 13F +111 shares
3.37% of the 13F portfolio, value $5,550,005.
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 25,351 sharesChange vs previous 13F -1,133 shares
3.25% of the 13F portfolio, value $5,266,903.
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 26,484 sharesChange vs previous 13F +265 shares
3.06% of the 13F portfolio, value $4,944,303.
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 26,219 sharesChange vs previous 13F not available
2.7% of the 13F portfolio, value $4,303,355.
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).