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JGP Wealth Management, LLC: QQQ position timeline

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

JGP Wealth Management, LLC held 2,248 QQQ 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 2,248 shares
    Change vs previous 13F +63 shares

    0.15% of the 13F portfolio, value $1,662,942.

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

  2. period ended2026-06-30
    13F 2,185 shares
    Change vs previous 13F -188 shares

    0.14% of the 13F portfolio, value $1,608,870.

    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 2,373 shares
    Change vs previous 13F +157 shares

    0.14% of the 13F portfolio, value $1,369,375.

    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 2,216 shares
    Change vs previous 13F +156 shares

    0.14% of the 13F portfolio, value $1,361,401.

    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 2,060 shares
    Change vs previous 13F +459 shares

    0.14% of the 13F portfolio, value $1,247,534.

    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 1,601 shares
    Change vs previous 13F +179 shares

    0.11% of the 13F portfolio, value $882,920.

    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 1,422 shares
    Change vs previous 13F -69 shares

    0.09% of the 13F portfolio, value $667,010.

    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 1,491 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $762,076.

    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).