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Disclosery

VIRGINIA WEALTH MANAGEMENT GROUP, INC.: PEP position timeline

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

VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 36,753 PEP 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 36,753 shares
    Change vs previous 13F +300 shares

    2.48% of the 13F portfolio, value $4,976,369.

    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 36,453 shares
    Change vs previous 13F +2,252 shares

    3.03% of the 13F portfolio, value $5,660,803.

    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 34,201 shares
    Change vs previous 13F -2,926 shares

    2.87% of the 13F portfolio, value $4,908,459.

    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 37,127 shares
    Change vs previous 13F -125 shares

    3% of the 13F portfolio, value $5,214,049.

    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 37,252 shares
    Change vs previous 13F +14,234 shares

    2.99% of the 13F portfolio, value $4,918,699.

    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 23,018 shares
    Change vs previous 13F +82 shares

    2.13% of the 13F portfolio, value $3,451,292.

    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 22,936 shares
    Change vs previous 13F +290 shares

    2.16% of the 13F portfolio, value $3,487,650.

    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 22,646 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $3,850,954.

    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).