JGP Wealth Management, LLC: TTE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on TTE, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 5,340 TTE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 5,340 sharesChange vs previous 13F +517 shares
0.04% of the 13F portfolio, value $456,570.
13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 4,823 sharesChange vs previous 13F +79 shares
0.03% of the 13F portfolio, value $375,036.
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 4,744 sharesChange vs previous 13F +1,214 shares
0.04% of the 13F portfolio, value $431,609.
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 3,530 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $230,933.
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).