Skip to content
Disclosery

JGP Wealth Management, LLC: ADP position timeline

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

JGP Wealth Management, LLC held 66,418 ADP 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 66,418 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $14,874,381.

    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 66,418 shares
    Change vs previous 13F +2,215 shares

    1.4% of the 13F portfolio, value $13,494,709.

    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 64,203 shares
    Change vs previous 13F +1,459 shares

    1.72% of the 13F portfolio, value $16,514,909.

    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 62,744 shares
    Change vs previous 13F +263 shares

    2.02% of the 13F portfolio, value $18,187,715.

    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 62,481 shares
    Change vs previous 13F -6 shares

    2.33% of the 13F portfolio, value $19,269,263.

    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 62,487 shares
    Change vs previous 13F -6,273 shares

    2.51% of the 13F portfolio, value $19,091,708.

    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 68,760 shares
    Change vs previous 13F +405 shares

    2.6% of the 13F portfolio, value $20,128,072.

    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 68,355 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $18,915,892.

    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).