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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

  1. period ended2026-06-30
    13F 122,942 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 115,313 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,124 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).