JGP Wealth Management, LLC: MTB position timeline

JGP Wealth Management, LLC held 4,529 MTB 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 4,529 shares

   Change vs previous 13F -157 shares

   0.09% of the 13F portfolio, value $985,442.

   13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
   Accepted 2026-10-10 01:06:27 UTC, ingested 2026-10-13 10:02:13 UTC

2. period ended2026-06-30

   13F 4,686 shares

   Change vs previous 13F -127 shares

   0.1% of the 13F portfolio, value $1,115,283.

   13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 4,813 shares

   Change vs previous 13F -9 shares

   0.1% of the 13F portfolio, value $994,943.

   13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 4,822 shares

   Change vs previous 13F -234 shares

   0.1% of the 13F portfolio, value $971,537.

   13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 5,056 shares

   Change vs previous 13F -157 shares

   0.11% of the 13F portfolio, value $989,105.

   13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 5,213 shares

   Change vs previous 13F -221 shares

   0.12% of the 13F portfolio, value $1,011,173.

   13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 5,434 shares

   Change vs previous 13F -1,712 shares

   0.13% of the 13F portfolio, value $971,238.

   13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 7,146 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $1,343,425.

   13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).