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JGP Wealth Management, LLC: NEAR position timeline

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

JGP Wealth Management, LLC held 15,771 NEAR 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 15,771 shares
    Change vs previous 13F -267 shares

    0.07% of the 13F portfolio, value $786,344.

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

  2. period ended2026-06-30
    13F 16,038 shares
    Change vs previous 13F +42 shares

    0.07% of the 13F portfolio, value $812,495.

    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 15,996 shares
    Change vs previous 13F +5,533 shares

    0.08% of the 13F portfolio, value $813,159.

    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 10,463 shares
    Change vs previous 13F +60 shares

    0.06% of the 13F portfolio, value $534,682.

    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 10,403 shares
    Change vs previous 13F +41 shares

    0.06% of the 13F portfolio, value $532,409.

    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 10,362 shares
    Change vs previous 13F -10,857 shares

    0.06% of the 13F portfolio, value $529,485.

    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 21,219 shares
    Change vs previous 13F +30 shares

    0.14% of the 13F portfolio, value $1,079,418.

    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).

  8. period ended2024-12-31
    13F 21,189 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,070,022.

    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).