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JGP Wealth Management, LLC: PEP position timeline

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

JGP Wealth Management, LLC held 35,851 PEP 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 35,851 shares
    Change vs previous 13F -1,279 shares

    0.44% of the 13F portfolio, value $4,854,222.

    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 37,130 shares
    Change vs previous 13F -2,524 shares

    0.6% of the 13F portfolio, value $5,765,966.

    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 39,654 shares
    Change vs previous 13F +1,855 shares

    0.59% of the 13F portfolio, value $5,691,086.

    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 37,799 shares
    Change vs previous 13F +174 shares

    0.6% of the 13F portfolio, value $5,379,120.

    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 37,625 shares
    Change vs previous 13F +789 shares

    0.6% of the 13F portfolio, value $4,967,958.

    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 36,836 shares
    Change vs previous 13F -690 shares

    0.73% of the 13F portfolio, value $5,523,133.

    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 37,526 shares
    Change vs previous 13F -7,193 shares

    0.74% of the 13F portfolio, value $5,706,235.

    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 44,719 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $7,604,416.

    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).