JGP Wealth Management, LLC: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on SHW, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 3,110 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 3,110 sharesChange vs previous 13F +7 shares
0.1% of the 13F portfolio, value $1,070,969.
13F-HR 0001748278-26-000004 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).
- period ended2026-03-3113F 3,103 sharesChange vs previous 13F +218 shares
0.1% of the 13F portfolio, value $994,591.
13F-HR 0001748278-26-000003 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).
- period ended2025-12-3113F 2,885 sharesChange vs previous 13F -539 shares
0.1% of the 13F portfolio, value $934,926.
13F-HR 0001748278-26-000002 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).
- period ended2025-09-3013F 3,424 sharesChange vs previous 13F +75 shares
0.13% of the 13F portfolio, value $1,177,471.
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).
- period ended2025-06-3013F 3,349 sharesChange vs previous 13F +86 shares
0.14% of the 13F portfolio, value $1,150,077.
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).
- period ended2025-03-3113F 3,263 sharesChange vs previous 13F +85 shares
0.15% of the 13F portfolio, value $1,139,435.
13F-HR 0001085146-25-001945 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).
- period ended2024-12-3113F 3,178 sharesChange vs previous 13F +25 shares
0.14% of the 13F portfolio, value $1,080,183.
13F-HR 0001085146-25-000202 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).
- period ended2024-09-3013F 3,153 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,203,530.
13F-HR 0001085146-24-004751 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).