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JGP Wealth Management, LLC: AGG position timeline

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

JGP Wealth Management, LLC held 55,640 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,640 shares
    Change vs previous 13F -16,112 shares

    0.46% of the 13F portfolio, value $5,260,251.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 71,752 shares
    Change vs previous 13F +18,846 shares

    0.64% of the 13F portfolio, value $7,102,006.

    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).

  3. period ended2026-03-31
    13F 52,906 shares
    Change vs previous 13F -6,054 shares

    0.55% of the 13F portfolio, value $5,252,011.

    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).

  4. period ended2025-12-31
    13F 58,960 shares
    Change vs previous 13F +10,460 shares

    0.61% of the 13F portfolio, value $5,888,938.

    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).

  5. period ended2025-09-30
    13F 48,500 shares
    Change vs previous 13F +23,049 shares

    0.54% of the 13F portfolio, value $4,864,023.

    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).

  6. period ended2025-06-30
    13F 25,451 shares
    Change vs previous 13F +4,184 shares

    0.31% of the 13F portfolio, value $2,524,703.

    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).

  7. period ended2025-03-31
    13F 21,267 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,103,743.

    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).

  8. period ended2024-12-31
    13F 21,267 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,060,790.

    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).