JEPPSON WEALTH MANAGEMENT, LLC: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on T, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 193,795 T shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 193,795 sharesChange vs previous 13F +1,328 shares
1.18% of the 13F portfolio, value $4,011,555.
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 192,467 sharesChange vs previous 13F -2,601 shares
1.75% of the 13F portfolio, value $5,579,614.
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 195,068 sharesChange vs previous 13F +5,810 shares
1.53% of the 13F portfolio, value $4,845,484.
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 189,258 sharesChange vs previous 13F -4,562 shares
1.7% of the 13F portfolio, value $5,344,638.
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 193,820 sharesChange vs previous 13F -1,093 shares
1.94% of the 13F portfolio, value $5,609,142.
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 194,913 sharesChange vs previous 13F -2,636 shares
2.02% of the 13F portfolio, value $5,512,129.
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 197,549 sharesChange vs previous 13F -281 shares
1.63% of the 13F portfolio, value $4,498,181.
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 197,830 sharesChange vs previous 13F not available
1.56% of the 13F portfolio, value $4,352,271.
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).