JEPPSON WEALTH MANAGEMENT, LLC: RIO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on RIO, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 28,696 RIO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 28,696 sharesChange vs previous 13F -125 shares
0.8% of the 13F portfolio, value $2,724,111.
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 28,821 sharesChange vs previous 13F -536 shares
0.84% of the 13F portfolio, value $2,688,711.
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 29,357 sharesChange vs previous 13F -381 shares
0.74% of the 13F portfolio, value $2,349,441.
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 29,738 sharesChange vs previous 13F -164 shares
0.63% of the 13F portfolio, value $1,963,005.
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 29,902 sharesChange vs previous 13F -552 shares
0.6% of the 13F portfolio, value $1,744,184.
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 30,454 sharesChange vs previous 13F +10,361 shares
0.67% of the 13F portfolio, value $1,829,676.
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 20,093 sharesChange vs previous 13F +6,473 shares
0.43% of the 13F portfolio, value $1,181,669.
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 13,620 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $969,335.
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).