JEPPSON WEALTH MANAGEMENT, LLC: NUE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on NUE, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 2,438 NUE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 2,438 sharesChange vs previous 13F -300 shares
0.16% of the 13F portfolio, value $543,065.
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 2,738 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $462,996.
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 2,738 sharesChange vs previous 13F -248 shares
0.14% of the 13F portfolio, value $446,595.
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 2,986 sharesChange vs previous 13F -18 shares
0.13% of the 13F portfolio, value $404,394.
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 3,004 sharesChange vs previous 13F +355 shares
0.13% of the 13F portfolio, value $389,138.
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 2,649 sharesChange vs previous 13F +447 shares
0.12% of the 13F portfolio, value $318,781.
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 2,202 sharesChange vs previous 13F -30 shares
0.09% of the 13F portfolio, value $256,995.
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 2,232 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $335,559.
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).