JEPPSON WEALTH MANAGEMENT, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on HD, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 3,333 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 3,333 sharesChange vs previous 13F +381 shares
0.35% of the 13F portfolio, value $1,175,482.
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 2,952 sharesChange vs previous 13F -70 shares
0.3% of the 13F portfolio, value $970,883.
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 3,022 sharesChange vs previous 13F +10 shares
0.33% of the 13F portfolio, value $1,039,870.
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 3,012 sharesChange vs previous 13F -60 shares
0.39% of the 13F portfolio, value $1,220,432.
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 3,072 sharesChange vs previous 13F -5 shares
0.39% of the 13F portfolio, value $1,126,318.
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).
- period ended2025-03-3113F 3,077 sharesChange vs previous 13F -5 shares
0.41% of the 13F portfolio, value $1,127,690.
13F-HR 0001831263-25-000002 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 ended2024-12-3113F 3,082 sharesChange vs previous 13F 0 shares
0.43% of the 13F portfolio, value $1,198,867.
13F-HR 0001785445-25-000003 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 ended2024-09-3013F 3,082 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $1,248,826.
13F-HR 0001831263-24-000006 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).