JEPPSON WEALTH MANAGEMENT, LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on PEP, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 7,257 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 7,257 sharesChange vs previous 13F +110 shares
0.29% of the 13F portfolio, value $982,598.
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 7,147 sharesChange vs previous 13F +85 shares
0.35% of the 13F portfolio, value $1,109,858.
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 7,062 sharesChange vs previous 13F +50 shares
0.32% of the 13F portfolio, value $1,013,538.
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 7,012 sharesChange vs previous 13F +162 shares
0.31% of the 13F portfolio, value $984,765.
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 6,850 sharesChange vs previous 13F +80 shares
0.31% of the 13F portfolio, value $904,474.
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 6,770 sharesChange vs previous 13F -625 shares
0.37% of the 13F portfolio, value $1,015,094.
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 7,395 sharesChange vs previous 13F +282 shares
0.41% of the 13F portfolio, value $1,124,484.
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 7,113 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $1,209,566.
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).