Skip to content
Disclosery

JGP Wealth Management, LLC: MKL position timeline

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

JGP Wealth Management, LLC held 153 MKL 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 153 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $262,666.

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

  2. period ended2026-06-30
    13F 155 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $303,470.

    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 152 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $290,847.

    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 152 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $326,644.

    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 152 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $291,862.

    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 161 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $321,479.

    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 161 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $300,917.

    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).