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JGP Wealth Management, LLC: SHY position timeline

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

JGP Wealth Management, LLC held 80,998 SHY 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 80,998 shares
    Change vs previous 13F +32,083 shares

    0.58% of the 13F portfolio, value $6,577,036.

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

  2. period ended2026-06-30
    13F 48,915 shares
    Change vs previous 13F +2,668 shares

    0.36% of the 13F portfolio, value $4,016,372.

    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 46,247 shares
    Change vs previous 13F -792 shares

    0.4% of the 13F portfolio, value $3,818,648.

    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 47,039 shares
    Change vs previous 13F +8,936 shares

    0.41% of the 13F portfolio, value $3,895,769.

    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 38,103 shares
    Change vs previous 13F -8,986 shares

    0.35% of the 13F portfolio, value $3,155,656.

    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 47,089 shares
    Change vs previous 13F +31,523 shares

    0.47% of the 13F portfolio, value $3,901,773.

    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 15,566 shares
    Change vs previous 13F +930 shares

    0.17% of the 13F portfolio, value $1,287,787.

    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 14,636 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,199,842.

    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).