JEPPSON WEALTH MANAGEMENT, LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on META, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 4,040 META shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 4,040 sharesChange vs previous 13F +8 shares
0.67% of the 13F portfolio, value $2,275,874.
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 4,032 sharesChange vs previous 13F -104 shares
0.72% of the 13F portfolio, value $2,306,989.
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 4,136 sharesChange vs previous 13F +282 shares
0.86% of the 13F portfolio, value $2,730,295.
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 3,854 sharesChange vs previous 13F -21 shares
0.9% of the 13F portfolio, value $2,830,461.
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 3,875 sharesChange vs previous 13F -64 shares
0.99% of the 13F portfolio, value $2,860,241.
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 3,939 sharesChange vs previous 13F -52 shares
0.83% of the 13F portfolio, value $2,270,378.
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 3,991 sharesChange vs previous 13F -118 shares
0.85% of the 13F portfolio, value $2,336,850.
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 4,109 sharesChange vs previous 13F not available
0.84% of the 13F portfolio, value $2,352,216.
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).