Position in WIT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$21,549
New position
Shares Held
10,165
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 94%
Shared 0%
None 6%
Position in Information Technology Services
Technology · as of Jun 30, 2026JGP Wealth Management, LLC holds $2,169,605 across 2 Information Technology Services names.
All Filings in WIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,549 | 10,165 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||