JGP Wealth Management, LLC: SNA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on SNA, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 3,555 SNA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 3,555 sharesChange vs previous 13F +179 shares
0.11% of the 13F portfolio, value $1,291,562.
13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 3,376 sharesChange vs previous 13F +136 shares
0.12% of the 13F portfolio, value $1,358,644.
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 3,240 sharesChange vs previous 13F -143 shares
0.12% of the 13F portfolio, value $1,176,875.
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 3,383 sharesChange vs previous 13F +128 shares
0.12% of the 13F portfolio, value $1,165,738.
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 3,255 sharesChange vs previous 13F +138 shares
0.13% of the 13F portfolio, value $1,136,284.
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 3,117 sharesChange vs previous 13F +50 shares
0.12% of the 13F portfolio, value $970,064.
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 3,067 sharesChange vs previous 13F -180 shares
0.14% of the 13F portfolio, value $1,033,655.
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 3,247 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,102,176.
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).