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Disclosery

JGP Wealth Management, LLC: FIX position timeline

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

JGP Wealth Management, LLC held 9,502 FIX 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 9,502 shares
    Change vs previous 13F -2 shares

    1.69% of the 13F portfolio, value $18,831,855.

    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 9,504 shares
    Change vs previous 13F +134 shares

    1.36% of the 13F portfolio, value $13,105,358.

    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 9,370 shares
    Change vs previous 13F +113 shares

    0.91% of the 13F portfolio, value $8,744,884.

    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 9,257 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,711,057.

    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).