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JGP Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

JGP Wealth Management, LLC held 232,818 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,818 shares
    Change vs previous 13F +1,600 shares

    6.04% of the 13F portfolio, value $67,368,212.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
    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 231,218 shares
    Change vs previous 13F -522 shares

    6.1% of the 13F portfolio, value $58,680,933.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
    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 231,740 shares
    Change vs previous 13F +11,904 shares

    6.57% of the 13F portfolio, value $63,000,877.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
    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 219,836 shares
    Change vs previous 13F +1,356 shares

    6.26% of the 13F portfolio, value $56,526,436.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
    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 218,480 shares
    Change vs previous 13F -653 shares

    5.43% of the 13F portfolio, value $44,825,454.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
    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 219,133 shares
    Change vs previous 13F -2,186 shares

    6.41% of the 13F portfolio, value $48,676,073.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    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 221,319 shares
    Change vs previous 13F +1,424 shares

    7.16% of the 13F portfolio, value $55,422,621.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    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 219,895 shares
    Change vs previous 13F not available

    6.6% of the 13F portfolio, value $51,235,451.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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