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JGP Wealth Management, LLC: DHR position timeline

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

JGP Wealth Management, LLC held 5,184 DHR 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 5,184 shares
    Change vs previous 13F +564 shares

    0.1% of the 13F portfolio, value $1,148,580.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,620 shares
    Change vs previous 13F +327 shares

    0.08% of the 13F portfolio, value $880,068.

    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 4,293 shares
    Change vs previous 13F +586 shares

    0.08% of the 13F portfolio, value $813,995.

    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 3,707 shares
    Change vs previous 13F -476 shares

    0.09% of the 13F portfolio, value $848,650.

    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 4,183 shares
    Change vs previous 13F +56 shares

    0.1% of the 13F portfolio, value $879,845.

    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 4,127 shares
    Change vs previous 13F +275 shares

    0.1% of the 13F portfolio, value $815,274.

    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 3,852 shares
    Change vs previous 13F +194 shares

    0.1% of the 13F portfolio, value $789,681.

    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 3,658 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $839,712.

    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).