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JGP Wealth Management, LLC: HD position timeline

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

JGP Wealth Management, LLC held 12,461 HD 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 12,461 shares
    Change vs previous 13F +39 shares

    0.39% of the 13F portfolio, value $4,394,760.

    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 12,422 shares
    Change vs previous 13F -195 shares

    0.42% of the 13F portfolio, value $4,085,554.

    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 12,617 shares
    Change vs previous 13F +1,017 shares

    0.45% of the 13F portfolio, value $4,341,619.

    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 11,600 shares
    Change vs previous 13F -27 shares

    0.51% of the 13F portfolio, value $4,581,938.

    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 11,627 shares
    Change vs previous 13F +246 shares

    0.52% of the 13F portfolio, value $4,262,764.

    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 11,381 shares
    Change vs previous 13F +202 shares

    0.55% of the 13F portfolio, value $4,170,868.

    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 11,179 shares
    Change vs previous 13F +115 shares

    0.56% of the 13F portfolio, value $4,348,560.

    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 11,064 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,483,018.

    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).