JGP Wealth Management, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on PM, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 1,506 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 1,506 sharesChange vs previous 13F +1,506 shares
0.03% of the 13F portfolio, value $287,330.
13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
Accepted , ingested - period ended2025-09-3013F 0 sharesChange vs previous 13F -1,108 shares
13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,108 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $201,800.
13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).