JGP Wealth Management, LLC: UBS position timeline

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

JGP Wealth Management, LLC held 0 UBS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -4,376 shares
13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
Accepted 2026-10-10 01:06:27 UTC, ingested 2026-10-13 10:02:13 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 4,376 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $216,875.
13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).