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JEPPSON WEALTH MANAGEMENT, LLC: GIS position timeline

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

JEPPSON WEALTH MANAGEMENT, LLC held 15,271 GIS 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 15,271 shares
    Change vs previous 13F -260 shares

    0.16% of the 13F portfolio, value $531,431.

    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 15,531 shares
    Change vs previous 13F -257 shares

    0.18% of the 13F portfolio, value $578,064.

    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).

  3. period ended2025-12-31
    13F 15,788 shares
    Change vs previous 13F -2,639 shares

    0.23% of the 13F portfolio, value $734,160.

    13F-HR 0001831263-26-000001 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).

  4. period ended2025-09-30
    13F 18,427 shares
    Change vs previous 13F +609 shares

    0.3% of the 13F portfolio, value $929,093.

    13F-HR 0001831263-25-000006 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).

  5. period ended2025-06-30
    13F 17,818 shares
    Change vs previous 13F +1,115 shares

    0.32% of the 13F portfolio, value $923,155.

    13F-HR 0001831263-25-000004 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).

  6. period ended2025-03-31
    13F 16,703 shares
    Change vs previous 13F -739 shares

    0.37% of the 13F portfolio, value $998,648.

    13F-HR 0001831263-25-000002 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).

  7. period ended2024-12-31
    13F 17,442 shares
    Change vs previous 13F -460 shares

    0.4% of the 13F portfolio, value $1,112,285.

    13F-HR 0001785445-25-000003 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).

  8. period ended2024-09-30
    13F 17,902 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,322,044.

    13F-HR 0001831263-24-000006 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).