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JGP Wealth Management, LLC: DGX position timeline

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

JGP Wealth Management, LLC held 66,982 DGX 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 66,982 shares
    Change vs previous 13F -580 shares

    1.27% of the 13F portfolio, value $14,196,899.

    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 67,562 shares
    Change vs previous 13F -13,995 shares

    1.38% of the 13F portfolio, value $13,240,843.

    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 81,557 shares
    Change vs previous 13F -662 shares

    1.48% of the 13F portfolio, value $14,152,585.

    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 82,219 shares
    Change vs previous 13F -183 shares

    1.65% of the 13F portfolio, value $14,878,357.

    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 82,402 shares
    Change vs previous 13F -615 shares

    1.79% of the 13F portfolio, value $14,801,865.

    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 83,017 shares
    Change vs previous 13F -16,840 shares

    1.85% of the 13F portfolio, value $14,046,541.

    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 99,857 shares
    Change vs previous 13F +1,400 shares

    1.95% of the 13F portfolio, value $15,064,492.

    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 98,457 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $15,285,428.

    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).