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JGP Wealth Management, LLC: IEFA position timeline

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

JGP Wealth Management, LLC held 35,163 IEFA 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 35,163 shares
    Change vs previous 13F -275 shares

    0.3% of the 13F portfolio, value $3,406,559.

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

  2. period ended2026-06-30
    13F 35,438 shares
    Change vs previous 13F +512 shares

    0.31% of the 13F portfolio, value $3,422,569.

    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 34,926 shares
    Change vs previous 13F +2,486 shares

    0.33% of the 13F portfolio, value $3,161,831.

    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 32,440 shares
    Change vs previous 13F -28,686 shares

    0.3% of the 13F portfolio, value $2,902,095.

    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).

  5. period ended2025-09-30
    13F 61,126 shares
    Change vs previous 13F +1,002 shares

    0.6% of the 13F portfolio, value $5,382,149.

    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).

  6. period ended2025-06-30
    13F 60,124 shares
    Change vs previous 13F +1,542 shares

    0.61% of the 13F portfolio, value $5,019,160.

    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).

  7. period ended2025-03-31
    13F 58,582 shares
    Change vs previous 13F +3,868 shares

    0.58% of the 13F portfolio, value $4,431,732.

    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).

  8. period ended2024-12-31
    13F 54,714 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,845,324.

    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).