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JEPPSON WEALTH MANAGEMENT, LLC: POR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on POR, newest first. How the timeline and the estimate are built.

JEPPSON WEALTH MANAGEMENT, LLC held 5,576 POR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,576 shares
    Change vs previous 13F -25 shares

    0.09% of the 13F portfolio, value $289,004.

    13F-HR 0001831263-26-000003 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,601 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $295,565.

    13F-HR 0001831263-26-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,601 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $268,792.

    13F-HR 0001831263-26-000001 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,701 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $250,844.

    13F-HR 0001831263-25-000006 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,701 shares
    Change vs previous 13F -130 shares

    0.08% of the 13F portfolio, value $231,632.

    13F-HR 0001831263-25-000004 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,831 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $260,063.

    13F-HR 0001831263-25-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,831 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $254,348.

    13F-HR 0001785445-25-000003 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,831 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $279,305.

    13F-HR 0001831263-24-000006 filed by JEPPSON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).