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JEPPSON WEALTH MANAGEMENT, LLC: AB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on AB, newest first. How the timeline and the estimate are built.

JEPPSON WEALTH MANAGEMENT, LLC held 8,553 AB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,553 shares
    Change vs previous 13F +450 shares

    0.09% of the 13F portfolio, value $301,232.

    13F-HR 0001831263-26-000003 filed by JEPPSON 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 8,103 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $303,376.

    13F-HR 0001831263-26-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).