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JGP Wealth Management, LLC: XLK position timeline

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

JGP Wealth Management, LLC held 3,708 XLK 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 3,708 shares
    Change vs previous 13F -12 shares

    0.06% of the 13F portfolio, value $725,841.

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

  2. period ended2026-06-30
    13F 3,720 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $708,734.

    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 3,720 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $494,388.

    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 3,720 shares
    Change vs previous 13F +1,860 shares

    0.06% of the 13F portfolio, value $535,568.

    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 1,860 shares
    Change vs previous 13F -145 shares

    0.06% of the 13F portfolio, value $532,258.

    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 2,005 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $507,726.

    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 2,005 shares
    Change vs previous 13F +175 shares

    0.05% of the 13F portfolio, value $413,992.

    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 1,830 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $425,512.

    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).