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Disclosery

VIRGINIA WEALTH MANAGEMENT GROUP, INC.: IBDV position timeline

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

VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 249,690 IBDV 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 249,690 shares
    Change vs previous 13F +50,300 shares

    2.71% of the 13F portfolio, value $5,443,242.

    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 199,390 shares
    Change vs previous 13F -1,470 shares

    2.34% of the 13F portfolio, value $4,364,647.

    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 200,860 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $4,432,980.

    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).