JEPPSON WEALTH MANAGEMENT, LLC: STZ position timeline

JEPPSON WEALTH MANAGEMENT, LLC held 2,773 STZ 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 2,773 shares

   Change vs previous 13F -235 shares

   0.11% of the 13F portfolio, value $385,697.

   13F-HR 0001831263-26-000003 filed by JEPPSON WEALTH MANAGEMENT, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,008 shares

   Change vs previous 13F +152 shares

   0.14% of the 13F portfolio, value $451,200.

   13F-HR 0001831263-26-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,856 shares

   Change vs previous 13F +2,856 shares

   0.12% of the 13F portfolio, value $394,014.

   13F-HR 0001831263-26-000001 filed by JEPPSON WEALTH MANAGEMENT, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,175 shares

   13F-HR 0001831263-25-000004 filed by JEPPSON WEALTH MANAGEMENT, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 1,175 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $215,636.

   13F-HR 0001831263-25-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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