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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

  1. period ended2026-09-30
    13F 3,385 shares
    Change 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

  2. period ended2026-06-30
    13F 3,246 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 3,147 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 3,295 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 3,303 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 3,249 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 3,205 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 3,158 shares
    Change 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), ingested

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