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JGP Wealth Management, LLC: MBB position timeline

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

JGP Wealth Management, LLC held 41,797 MBB 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 41,797 shares
    Change vs previous 13F +4,974 shares

    0.35% of the 13F portfolio, value $3,950,660.

    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 36,823 shares
    Change vs previous 13F -1,473 shares

    0.36% of the 13F portfolio, value $3,496,375.

    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 38,296 shares
    Change vs previous 13F +11,194 shares

    0.38% of the 13F portfolio, value $3,646,547.

    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 27,102 shares
    Change vs previous 13F +8,375 shares

    0.29% of the 13F portfolio, value $2,581,178.

    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 18,727 shares
    Change vs previous 13F +6,162 shares

    0.21% of the 13F portfolio, value $1,758,302.

    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 12,565 shares
    Change vs previous 13F +974 shares

    0.16% of the 13F portfolio, value $1,178,327.

    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 11,591 shares
    Change vs previous 13F +3,695 shares

    0.14% of the 13F portfolio, value $1,062,665.

    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 7,896 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $756,475.

    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).