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Disclosery

JGP Wealth Management, LLC: DFEM position timeline

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

JGP Wealth Management, LLC held 350,783 DFEM 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 350,783 shares
    Change vs previous 13F +5,369 shares

    1.28% of the 13F portfolio, value $14,255,815.

    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 345,414 shares
    Change vs previous 13F +6,834 shares

    1.24% of the 13F portfolio, value $11,934,068.

    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 338,580 shares
    Change vs previous 13F +1,882 shares

    1.17% of the 13F portfolio, value $11,200,214.

    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).

  4. period ended2025-09-30
    13F 336,698 shares
    Change vs previous 13F -4,772 shares

    1.21% of the 13F portfolio, value $10,915,754.

    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).

  5. period ended2025-06-30
    13F 341,470 shares
    Change vs previous 13F -3,020 shares

    1.23% of the 13F portfolio, value $10,134,842.

    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).

  6. period ended2025-03-31
    13F 344,490 shares
    Change vs previous 13F -38,048 shares

    1.2% of the 13F portfolio, value $9,115,208.

    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).

  7. period ended2024-12-31
    13F 382,538 shares
    Change vs previous 13F +1,958 shares

    1.3% of the 13F portfolio, value $10,018,663.

    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).

  8. period ended2024-09-30
    13F 380,580 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $10,713,332.

    13F-HR 0001085146-24-004751 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).