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JGP Wealth Management, LLC: ISTB position timeline

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

JGP Wealth Management, LLC held 150,065 ISTB 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 150,065 shares
    Change vs previous 13F +2,887 shares

    0.65% of the 13F portfolio, value $7,240,638.

    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 147,178 shares
    Change vs previous 13F +4,273 shares

    0.74% of the 13F portfolio, value $7,132,263.

    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 142,905 shares
    Change vs previous 13F +11,738 shares

    0.73% of the 13F portfolio, value $6,966,617.

    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 131,167 shares
    Change vs previous 13F -3,435 shares

    0.71% of the 13F portfolio, value $6,397,022.

    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 134,602 shares
    Change vs previous 13F +3,587 shares

    0.79% of the 13F portfolio, value $6,548,378.

    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 131,015 shares
    Change vs previous 13F +10,409 shares

    0.83% of the 13F portfolio, value $6,334,555.

    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 120,606 shares
    Change vs previous 13F +6,630 shares

    0.74% of the 13F portfolio, value $5,761,368.

    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 113,976 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,548,362.

    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).