Skip to content
Disclosery

VIRGINIA WEALTH MANAGEMENT GROUP, INC.: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VIRGINIA WEALTH MANAGEMENT GROUP, INC. on IBDT, newest first. How the timeline and the estimate are built.

VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 249,890 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,890 shares
    Change vs previous 13F +50,275 shares

    3.14% of the 13F portfolio, value $6,309,723.

    13F-HR 0001898282-26-000003 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 199,615 shares
    Change vs previous 13F -970 shares

    2.71% of the 13F portfolio, value $5,056,248.

    13F-HR 0001898282-26-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 200,585 shares
    Change vs previous 13F +6,240 shares

    2.98% of the 13F portfolio, value $5,105,891.

    13F-HR 0001898282-26-000001 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 194,345 shares
    Change vs previous 13F +15,160 shares

    2.86% of the 13F portfolio, value $4,959,684.

    13F-HR 0001898282-25-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 179,185 shares
    Change vs previous 13F +4,480 shares

    2.77% of the 13F portfolio, value $4,554,883.

    13F-HR 0001085146-25-003923 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 174,705 shares
    Change vs previous 13F +20,200 shares

    2.73% of the 13F portfolio, value $4,413,048.

    13F-HR 0001085146-25-002108 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 154,505 shares
    Change vs previous 13F +19,385 shares

    2.38% of the 13F portfolio, value $3,847,175.

    13F-HR 0001085146-25-000503 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 135,120 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $3,449,614.

    13F-HR 0001085146-24-004734 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).