JGP Wealth Management, LLC: IDEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on IDEV, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 122,942 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 122,942 sharesChange vs previous 13F +7,629 shares
0.98% of the 13F portfolio, value $10,943,079.
13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 115,313 sharesChange vs previous 13F +76,189 shares
1% of the 13F portfolio, value $9,636,707.
13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,124 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $3,226,948.
13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).