VIRGINIA WEALTH MANAGEMENT GROUP, INC.: IBDR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VIRGINIA WEALTH MANAGEMENT GROUP, INC. on IBDR, newest first. How the timeline and the estimate are built.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 0 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -199,615 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 199,615 sharesChange vs previous 13F -970 shares
2.59% of the 13F portfolio, value $4,838,668.
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 200,585 sharesChange vs previous 13F +6,240 shares
2.84% of the 13F portfolio, value $4,860,175.
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 194,345 sharesChange vs previous 13F +15,160 shares
2.72% of the 13F portfolio, value $4,722,584.
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 179,185 sharesChange vs previous 13F +4,480 shares
2.64% of the 13F portfolio, value $4,345,236.
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 174,705 sharesChange vs previous 13F +20,200 shares
2.61% of the 13F portfolio, value $4,229,608.
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 154,505 sharesChange vs previous 13F +19,385 shares
2.3% of the 13F portfolio, value $3,718,935.
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 135,120 sharesChange vs previous 13F not available
2.06% of the 13F portfolio, value $3,283,416.
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).