JGP Wealth Management, LLC: DE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on DE, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 3,385 DE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 3,385 sharesChange vs previous 13F +139 shares
0.2% of the 13F portfolio, value $2,273,525.
13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 3,246 sharesChange vs previous 13F +99 shares
0.18% of the 13F portfolio, value $2,059,320.
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 3,147 sharesChange vs previous 13F -148 shares
0.18% of the 13F portfolio, value $1,772,941.
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 3,295 sharesChange vs previous 13F -8 shares
0.16% of the 13F portfolio, value $1,534,229.
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 3,303 sharesChange vs previous 13F +54 shares
0.17% of the 13F portfolio, value $1,525,543.
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 3,249 sharesChange vs previous 13F +44 shares
0.2% of the 13F portfolio, value $1,652,227.
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 3,205 sharesChange vs previous 13F +47 shares
0.2% of the 13F portfolio, value $1,504,376.
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 3,158 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,338,123.
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).