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JGP Wealth Management, LLC: ITOT position timeline

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

JGP Wealth Management, LLC held 314,483 ITOT 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 314,483 shares
    Change vs previous 13F +7,881 shares

    4.62% of the 13F portfolio, value $52,292,167.

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

  2. period ended2026-06-30
    13F 306,602 shares
    Change vs previous 13F +9,194 shares

    4.52% of the 13F portfolio, value $50,365,514.

    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 297,408 shares
    Change vs previous 13F +11,826 shares

    4.41% of the 13F portfolio, value $42,359,806.

    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 285,582 shares
    Change vs previous 13F +13,904 shares

    4.43% of the 13F portfolio, value $42,463,150.

    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 271,678 shares
    Change vs previous 13F +8,096 shares

    4.41% of the 13F portfolio, value $39,776,430.

    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 263,582 shares
    Change vs previous 13F +45,394 shares

    4.31% of the 13F portfolio, value $35,594,118.

    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 218,188 shares
    Change vs previous 13F +4,785 shares

    3.5% of the 13F portfolio, value $26,621,076.

    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 213,403 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $27,447,924.

    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).