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JGP Wealth Management, LLC: VSS position timeline

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

JGP Wealth Management, LLC held 2,259 VSS 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 2,259 shares
    Change vs previous 13F +387 shares

    0.03% of the 13F portfolio, value $348,541.

    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 1,872 shares
    Change vs previous 13F -364 shares

    0.03% of the 13F portfolio, value $272,919.

    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 2,236 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $320,469.

    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 2,238 shares
    Change vs previous 13F -43 shares

    0.04% of the 13F portfolio, value $320,260.

    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 2,281 shares
    Change vs previous 13F -797 shares

    0.04% of the 13F portfolio, value $306,569.

    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 3,078 shares
    Change vs previous 13F -72,987 shares

    0.05% of the 13F portfolio, value $355,802.

    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 76,065 shares
    Change vs previous 13F -4,139 shares

    1.13% of the 13F portfolio, value $8,707,975.

    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 80,204 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $10,102,558.

    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).