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JEPPSON WEALTH MANAGEMENT, LLC: WFC position timeline

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

JEPPSON WEALTH MANAGEMENT, LLC held 20,341 WFC 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 20,341 shares
    Change vs previous 13F -149 shares

    0.5% of the 13F portfolio, value $1,680,980.

    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 20,490 shares
    Change vs previous 13F -3,810 shares

    0.51% of the 13F portfolio, value $1,631,209.

    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 24,300 shares
    Change vs previous 13F -520 shares

    0.72% of the 13F portfolio, value $2,264,760.

    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 24,820 shares
    Change vs previous 13F -90 shares

    0.66% of the 13F portfolio, value $2,080,412.

    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 24,910 shares
    Change vs previous 13F -70 shares

    0.69% of the 13F portfolio, value $1,995,789.

    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 24,980 shares
    Change vs previous 13F -535 shares

    0.66% of the 13F portfolio, value $1,793,314.

    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 25,515 shares
    Change vs previous 13F -625 shares

    0.65% of the 13F portfolio, value $1,792,174.

    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 26,140 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,476,649.

    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).