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Disclosery

JGP Wealth Management, LLC: SCI position timeline

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

JGP Wealth Management, LLC held 88,016 SCI 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 88,016 shares
    Change vs previous 13F +256 shares

    0.6% of the 13F portfolio, value $6,685,704.

    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 87,760 shares
    Change vs previous 13F -14,110 shares

    0.75% of the 13F portfolio, value $7,241,076.

    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 101,870 shares
    Change vs previous 13F +1,833 shares

    0.83% of the 13F portfolio, value $7,942,833.

    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 100,037 shares
    Change vs previous 13F -163 shares

    0.92% of the 13F portfolio, value $8,321,044.

    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 100,200 shares
    Change vs previous 13F -426 shares

    0.99% of the 13F portfolio, value $8,156,317.

    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 100,626 shares
    Change vs previous 13F -16,919 shares

    1.06% of the 13F portfolio, value $8,070,171.

    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 117,545 shares
    Change vs previous 13F +1,413 shares

    1.21% of the 13F portfolio, value $9,382,403.

    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 116,132 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $9,166,275.

    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).