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JGP Wealth Management, LLC: MDT position timeline

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

JGP Wealth Management, LLC held 46,750 MDT 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 46,750 shares
    Change vs previous 13F +798 shares

    0.33% of the 13F portfolio, value $3,657,278.

    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 45,952 shares
    Change vs previous 13F -28,556 shares

    0.41% of the 13F portfolio, value $3,981,769.

    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 74,508 shares
    Change vs previous 13F +498 shares

    0.75% of the 13F portfolio, value $7,157,242.

    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 74,010 shares
    Change vs previous 13F +2,643 shares

    0.78% of the 13F portfolio, value $7,066,502.

    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 71,367 shares
    Change vs previous 13F +847 shares

    0.75% of the 13F portfolio, value $6,221,026.

    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 70,520 shares
    Change vs previous 13F -77 shares

    0.83% of the 13F portfolio, value $6,336,941.

    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 70,597 shares
    Change vs previous 13F -11,604 shares

    0.73% of the 13F portfolio, value $5,639,319.

    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 82,201 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $7,400,599.

    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).