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Disclosery

JGP Wealth Management, LLC: CRM position timeline

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

JGP Wealth Management, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,131 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,131 shares
    Change vs previous 13F -45 shares

    0.03% of the 13F portfolio, value $299,613.

    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).

  3. period ended2025-09-30
    13F 1,176 shares
    Change vs previous 13F -37 shares

    0.03% of the 13F portfolio, value $280,923.

    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).

  4. period ended2025-06-30
    13F 1,213 shares
    Change vs previous 13F -75 shares

    0.04% of the 13F portfolio, value $330,773.

    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).

  5. period ended2025-03-31
    13F 1,288 shares
    Change vs previous 13F +172 shares

    0.05% of the 13F portfolio, value $345,648.

    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).

  6. period ended2024-12-31
    13F 1,116 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $373,112.

    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).