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Disclosery

JGP Wealth Management, LLC: WSM position timeline

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

JGP Wealth Management, LLC held 60,870 WSM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,870 shares
    Change vs previous 13F +2,026 shares

    1.23% of the 13F portfolio, value $13,874,702.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,844 shares
    Change vs previous 13F +13,578 shares

    1.23% of the 13F portfolio, value $13,716,614.

    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).

  3. period ended2026-03-31
    13F 45,266 shares
    Change vs previous 13F +4,791 shares

    0.86% of the 13F portfolio, value $8,253,309.

    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).

  4. period ended2025-12-31
    13F 40,475 shares
    Change vs previous 13F +2,194 shares

    0.75% of the 13F portfolio, value $7,228,445.

    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).

  5. period ended2025-09-30
    13F 38,281 shares
    Change vs previous 13F +27,337 shares

    0.83% of the 13F portfolio, value $7,508,382.

    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).

  6. period ended2025-06-30
    13F 10,944 shares
    Change vs previous 13F +4,671 shares

    0.22% of the 13F portfolio, value $1,787,967.

    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).

  7. period ended2025-03-31
    13F 6,273 shares
    Change vs previous 13F -3,378 shares

    0.13% of the 13F portfolio, value $991,765.

    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).

  8. period ended2024-12-31
    13F 9,651 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,787,153.

    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).