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Public ownership evidence

Bank of the James Financial Group, Inc (BOTJ) Ownership Disclosures

Read BOTJ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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2026-08-132026-08-07SYREK MICHAEL AP100Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-08-07 and its public availability date is 2026-08-13. Subtracting those calendar dates gives 6 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code P: a purchase. A purchase code is only one eligibility check. Confirm reporting-owner role, amendment lineage and coverage before treating it as a strategy input.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001437749-26-027272 ↗SEC 0001437749-26-027037 ↗SEC 0001437749-26-026718 ↗

Recent Form 4 activity

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2026-08-132026-08-07SYREK MICHAEL AP100Not reported
2026-08-122026-08-10ADDISON LEWIS CP70Not reported
2026-08-112026-08-06FOSTER WATT R JRP447Not reported
2026-08-112026-08-06BRYANT WILLIAM C IIIP650Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Empowered Funds, LLC2026-06-302026-08-1824,682$629,885None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,548$141,585None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1535,058$894,680None
Fourthstone LLC2026-06-302026-08-15334,491$8,600,422None
North Reef Capital Management LP2026-06-302026-08-1550,132$1,279,369None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15300$7,353None
BRIDGEWAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-1537,682$961,645None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-1522,311$569,377None
BARCLAYS PLC2026-06-302026-08-1515$383None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$5None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156,350$162,052None
VANGUARD CAPITAL MANAGEMENT LLC2026-06-302026-08-14159,256$4,064,213None
Vanguard Global Advisers, LLC2026-06-302026-08-142,910$74,263None
UBS Group AG2026-06-302026-08-14853$21,769None
MARSHALL WACE, LLP2026-06-302026-08-147,762$198,087None
MARSHALL WACE, LLP2026-06-302026-08-141,853$47,288None
LOS ANGELES CAPITAL MANAGEMENT LLC2026-06-302026-08-141,416$36,136None
Fiduciary Trust Co2026-06-302026-08-14983$25,086None
Fiduciary Trust Co2026-06-302026-08-149,065$231,339None
ACADIAN ASSET MANAGEMENT LLC2026-06-302026-08-1412,643$318,000None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14143,977$3,674,293None
RENAISSANCE TECHNOLOGIES LLC2026-06-302026-08-1430,177$770,117None
VANGUARD FIDUCIARY TRUST CO2026-06-302026-08-1423,976$611,868None
MORGAN STANLEY2026-06-302026-08-144,008$102,284None
MORGAN STANLEY2026-06-302026-08-142$54None
FMR LLC2026-06-302026-08-145$128None
NORTHERN TRUST CORP2026-06-302026-08-149,095$232,104None
Integrated Wealth Concepts LLC2026-06-302026-08-13323$8,238None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-138,255$210,667None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1333,947$866,636None
Hillsdale Investment Management Inc.2026-06-302026-08-1317,000$433,840None
PETTYJOHN, WOOD & WHITE, INC2026-06-302026-08-13218,859$5,585,275None
JPMORGAN CHASE & CO2026-06-302026-08-1381$2,001None
Tower Research Capital LLC (TRC)2026-06-302026-08-12304$7,758None
Atlantic Union Bankshares Corp2026-06-302026-08-126,000$153,120None
DIMENSIONAL FUND ADVISORS LP2026-06-302026-08-125,072$129,437None
DIMENSIONAL FUND ADVISORS LP2026-06-302026-08-12519$12,819None
DIMENSIONAL FUND ADVISORS LP2026-06-302026-08-12958$24,448None
DIMENSIONAL FUND ADVISORS LP2026-06-302026-08-1230,629$781,652None
BlackRock, Inc.2026-06-302026-08-089,368$239,071None
BlackRock, Inc.2026-06-302026-08-0813,959$356,234None
BlackRock, Inc.2026-06-302026-08-08892$22,764None
LPL Financial LLC2026-06-302026-08-0819,054$486,248None
STATE STREET CORP2026-06-302026-08-088,700$222,024None
Russell Investments Group, Ltd.2026-06-302026-08-071,019$25,169None
Caitong International Asset Management Co., Ltd2026-06-302026-08-064$102None
Daytona Street Capital LLC2026-06-302026-08-0479,078$2,005,821None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-048,640$220,491None
MontVue Capital Management, Inc.2026-06-302026-07-2813,297$339,340None
RFG - Bristol Wealth Advisors, LLC2026-06-302026-07-2811,391$290,698None

90-day public filing window, up to 50 source positions.

Empowered Funds, LLC ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Fourthstone LLC ↗North Reef Capital Management LP ↗JONES FINANCIAL COMPANIES LLLP ↗BRIDGEWAY CAPITAL MANAGEMENT, LLC ↗FIRST MANHATTAN CO. LLC. ↗BARCLAYS PLC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.