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JGP Wealth Management, LLC: IVV position timeline

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

JGP Wealth Management, LLC held 214,133 IVV 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 214,133 shares
    Change vs previous 13F +25,549 shares

    14.39% of the 13F portfolio, value $160,362,176.

    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 188,584 shares
    Change vs previous 13F +30,208 shares

    12.81% of the 13F portfolio, value $123,185,007.

    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 158,376 shares
    Change vs previous 13F +18,004 shares

    11.31% of the 13F portfolio, value $108,477,870.

    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 140,372 shares
    Change vs previous 13F +9,745 shares

    10.46% of the 13F portfolio, value $94,400,089.

    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 130,627 shares
    Change vs previous 13F -4,436 shares

    9.83% of the 13F portfolio, value $81,106,322.

    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 135,063 shares
    Change vs previous 13F +49,560 shares

    9.99% of the 13F portfolio, value $75,891,698.

    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 85,503 shares
    Change vs previous 13F +28,464 shares

    6.51% of the 13F portfolio, value $50,334,112.

    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 57,039 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $32,901,250.

    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).