JGP Wealth Management, LLC: BNY position timeline

JGP Wealth Management, LLC held 2,195 BNY 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 2,195 shares

   Change vs previous 13F -37 shares

   0.03% of the 13F portfolio, value $317,463.

   13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
   Accepted 2026-10-10 01:06:27 UTC, ingested 2026-10-13 10:02:13 UTC

2. period ended2026-06-30

   13F 2,232 shares

   Change vs previous 13F +104 shares

   0.03% of the 13F portfolio, value $322,770.

   13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 2,128 shares

   Change vs previous 13F +2 shares

   0.03% of the 13F portfolio, value $252,445.

   13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 2,126 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $246,807.

   13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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