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JGP Wealth Management, LLC: IJH position timeline

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

JGP Wealth Management, LLC held 8,375 IJH 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 8,375 shares
    Change vs previous 13F +326 shares

    0.05% of the 13F portfolio, value $602,553.

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

  2. period ended2026-06-30
    13F 8,049 shares
    Change vs previous 13F +280 shares

    0.06% of the 13F portfolio, value $620,650.

    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 7,769 shares
    Change vs previous 13F -303 shares

    0.05% of the 13F portfolio, value $524,632.

    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 8,072 shares
    Change vs previous 13F +1,143 shares

    0.06% of the 13F portfolio, value $532,753.

    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 6,929 shares
    Change vs previous 13F +1,774 shares

    0.05% of the 13F portfolio, value $454,309.

    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 5,155 shares
    Change vs previous 13F +317 shares

    0.04% of the 13F portfolio, value $319,728.

    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 4,838 shares
    Change vs previous 13F +110 shares

    0.04% of the 13F portfolio, value $282,268.

    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 4,728 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $294,589.

    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).