JGP Wealth Management, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on LLY, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 1,736 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,736 sharesChange vs previous 13F +10 shares
0.19% of the 13F portfolio, value $2,082,296.
13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,726 sharesChange vs previous 13F -4 shares
0.17% of the 13F portfolio, value $1,587,714.
13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,730 sharesChange vs previous 13F +72 shares
0.19% of the 13F portfolio, value $1,858,767.
13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,658 sharesChange vs previous 13F -98 shares
0.15% of the 13F portfolio, value $1,359,691.
13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,756 sharesChange vs previous 13F -4 shares
0.17% of the 13F portfolio, value $1,369,099.
13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,760 sharesChange vs previous 13F -38 shares
0.19% of the 13F portfolio, value $1,453,669.
13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,798 sharesChange vs previous 13F +46 shares
0.18% of the 13F portfolio, value $1,388,056.
13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,752 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,552,167.
13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).