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Disclosery

JGP Wealth Management, LLC: DFAS position timeline

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

JGP Wealth Management, LLC held 175,504 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,504 shares
    Change vs previous 13F +4,002 shares

    1.3% of the 13F portfolio, value $14,450,994.

    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).

  2. period ended2026-03-31
    13F 171,502 shares
    Change vs previous 13F +15,428 shares

    1.27% of the 13F portfolio, value $12,198,924.

    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).

  3. period ended2025-12-31
    13F 156,074 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $10,873,657.

    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).