JGP Wealth Management, LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on SYK, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 7,356 SYK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 7,356 sharesChange vs previous 13F -151 shares
0.18% of the 13F portfolio, value $2,025,688.
13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 7,507 sharesChange vs previous 13F +10 shares
0.21% of the 13F portfolio, value $2,363,411.
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 7,497 sharesChange vs previous 13F -2,614 shares
0.26% of the 13F portfolio, value $2,463,433.
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 10,111 sharesChange vs previous 13F +67 shares
0.37% of the 13F portfolio, value $3,553,874.
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 10,044 sharesChange vs previous 13F -61 shares
0.41% of the 13F portfolio, value $3,680,103.
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 10,105 sharesChange vs previous 13F +81 shares
0.48% of the 13F portfolio, value $3,997,665.
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 10,024 sharesChange vs previous 13F -450 shares
0.49% of the 13F portfolio, value $3,731,450.
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 10,474 sharesChange vs previous 13F not available
0.49% of the 13F portfolio, value $3,771,011.
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).