Skip to content
Disclosery

JEPPSON WEALTH MANAGEMENT, LLC: SCHA position timeline

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

JEPPSON WEALTH MANAGEMENT, LLC held 14,548 SCHA 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 14,548 shares
    Change vs previous 13F -200 shares

    0.15% of the 13F portfolio, value $525,619.

    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 14,748 shares
    Change vs previous 13F -44 shares

    0.13% of the 13F portfolio, value $428,872.

    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 14,792 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $421,276.

    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 14,792 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $412,697.

    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 14,792 shares
    Change vs previous 13F -264 shares

    0.13% of the 13F portfolio, value $374,238.

    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 15,056 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $352,762.

    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 15,056 shares
    Change vs previous 13F +7,483 shares

    0.14% of the 13F portfolio, value $389,348.

    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 7,573 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $390,010.

    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).