JEPPSON WEALTH MANAGEMENT, LLC: B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on B, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 11,992 B shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 11,992 sharesChange vs previous 13F +69 shares
0.13% of the 13F portfolio, value $440,466.
13F-HR 0001831263-26-000003 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,923 sharesChange vs previous 13F -300 shares
0.15% of the 13F portfolio, value $486,339.
13F-HR 0001831263-26-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,223 sharesChange vs previous 13F -50 shares
0.17% of the 13F portfolio, value $532,312.
13F-HR 0001831263-26-000001 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,273 sharesChange vs previous 13F -350 shares
0.13% of the 13F portfolio, value $402,186.
13F-HR 0001831263-25-000006 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,623 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $262,811.
13F-HR 0001831263-25-000004 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).