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Disclosery

JGP Wealth Management, LLC: EFG position timeline

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

JGP Wealth Management, LLC held 2,483 EFG 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 2,483 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $297,538.

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

  2. period ended2026-06-30
    13F 2,483 shares
    Change vs previous 13F -77 shares

    0.03% of the 13F portfolio, value $308,935.

    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 2,560 shares
    Change vs previous 13F +602 shares

    0.03% of the 13F portfolio, value $285,107.

    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 1,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $223,055.

    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).