Inman Jager Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 25, 2025
Value $
$148M
Signature - Title
Jason Jager - Chief Compliance Officer
Location
Hattiesburg, MS
Summary
This page shows a list of all the recent 13F filings made by Inman Jager Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Inman Jager Wealth Management, LLC reported 79 stock holdings with total value $148M as of Q2 2025. Top holdings included MSFT, IVV, TOTL, BND, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 79 $148M +$6.07M -$3.17M +$2.9M MSFT, IVV, TOTL, BND, SPYG 13F-HR 7/25/2025, 08:55 AM
Q1 2025 83 $133M +$9.68M -$2.51M +$7.18M MSFT, IVV, TOTL, BND, IJH 13F-HR 4/23/2025, 03:38 PM
Q4 2024 80 $128M $0 $0 MSFT, IVV, TOTL, BND, IJH 13F-HR 1/27/2025, 11:36 AM