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JGP Wealth Management, LLC: APD position timeline

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

JGP Wealth Management, LLC held 38,344 APD 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 38,344 shares
    Change vs previous 13F +91 shares

    1.01% of the 13F portfolio, value $11,241,816.

    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 38,253 shares
    Change vs previous 13F -9,162 shares

    1.16% of the 13F portfolio, value $11,112,083.

    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 47,415 shares
    Change vs previous 13F -54 shares

    1.22% of the 13F portfolio, value $11,712,444.

    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 47,469 shares
    Change vs previous 13F +818 shares

    1.42% of the 13F portfolio, value $12,845,145.

    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 46,651 shares
    Change vs previous 13F +859 shares

    1.59% of the 13F portfolio, value $13,158,393.

    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 45,792 shares
    Change vs previous 13F -503 shares

    1.78% of the 13F portfolio, value $13,505,052.

    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 46,295 shares
    Change vs previous 13F +657 shares

    1.74% of the 13F portfolio, value $13,427,474.

    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 45,638 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $13,588,153.

    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).