JGP Wealth Management, LLC: CMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on CMI, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 3,851 CMI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 3,851 sharesChange vs previous 13F -46 shares
0.18% of the 13F portfolio, value $1,989,230.
13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 3,897 sharesChange vs previous 13F -106 shares
0.25% of the 13F portfolio, value $2,779,332.
13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,003 sharesChange vs previous 13F -221 shares
0.22% of the 13F portfolio, value $2,153,694.
13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,224 sharesChange vs previous 13F +91 shares
0.22% of the 13F portfolio, value $2,156,141.
13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,133 sharesChange vs previous 13F +234 shares
0.2% of the 13F portfolio, value $1,787,894.
13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,899 sharesChange vs previous 13F +68 shares
0.15% of the 13F portfolio, value $1,276,923.
13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,831 sharesChange vs previous 13F +99 shares
0.16% of the 13F portfolio, value $1,200,632.
13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,732 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,300,801.
13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).