Skip to content
Disclosery

JGP Wealth Management, LLC: SLQD position timeline

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

JGP Wealth Management, LLC held 58,816 SLQD 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 58,816 shares
    Change vs previous 13F -1,876 shares

    0.27% of the 13F portfolio, value $2,962,564.

    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 60,692 shares
    Change vs previous 13F +4,621 shares

    0.32% of the 13F portfolio, value $3,064,357.

    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 56,071 shares
    Change vs previous 13F +11,423 shares

    0.3% of the 13F portfolio, value $2,842,792.

    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 44,648 shares
    Change vs previous 13F +15,137 shares

    0.25% of the 13F portfolio, value $2,265,007.

    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 29,511 shares
    Change vs previous 13F +10,208 shares

    0.18% of the 13F portfolio, value $1,492,984.

    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 19,303 shares
    Change vs previous 13F +1,319 shares

    0.13% of the 13F portfolio, value $970,560.

    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 17,984 shares
    Change vs previous 13F +5,637 shares

    0.12% of the 13F portfolio, value $894,527.

    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 12,347 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $622,665.

    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).