JEPPSON WEALTH MANAGEMENT, LLC: OHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on OHI, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 51,155 OHI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 51,155 sharesChange vs previous 13F -32 shares
0.72% of the 13F portfolio, value $2,439,083.
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 51,187 sharesChange vs previous 13F -334 shares
0.7% of the 13F portfolio, value $2,243,031.
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 51,521 sharesChange vs previous 13F -173 shares
0.72% of the 13F portfolio, value $2,284,420.
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 51,694 sharesChange vs previous 13F -162 shares
0.7% of the 13F portfolio, value $2,182,503.
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 51,856 sharesChange vs previous 13F -145 shares
0.66% of the 13F portfolio, value $1,900,540.
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 52,001 sharesChange vs previous 13F -184 shares
0.72% of the 13F portfolio, value $1,980,205.
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 52,185 sharesChange vs previous 13F -423 shares
0.72% of the 13F portfolio, value $1,975,199.
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 52,608 sharesChange vs previous 13F not available
0.77% of the 13F portfolio, value $2,141,141.
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).