Jeppson Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Jeppson Wealth Management going back to Nov. 19, 2020
- Jeppson Wealth Management 2025 Q4 - filed Jan. 27, 2026 - new!
- Jeppson Wealth Management 2025 Q3 - filed Oct. 15, 2025
- Jeppson Wealth Management 2025 Q2 - filed July 15, 2025
- Jeppson Wealth Management 2025 Q1 - filed April 24, 2025
- Jeppson Wealth Management 2024 Q4 - filed Jan. 22, 2025
- Jeppson Wealth Management 2024 Q3 - filed Nov. 5, 2024
- Jeppson Wealth Management 2024 Q2 - filed Aug. 5, 2024
- Jeppson Wealth Management 2024 Q1 - filed April 17, 2024
- Jeppson Wealth Management 2023 Q4 - filed Jan. 11, 2024
- Jeppson Wealth Management 2023 Q3 - filed Oct. 25, 2023
- Jeppson Wealth Management 2023 Q2 - filed July 31, 2023
- Jeppson Wealth Management 2023 Q1 - filed April 28, 2023
- Jeppson Wealth Management 2022 Q4 - filed Jan. 27, 2023
- Jeppson Wealth Management 2022 Q3 - filed Oct. 20, 2022
- Jeppson Wealth Management 2022 Q2 - filed Aug. 3, 2022
- Jeppson Wealth Management 2022 Q1 - filed April 27, 2022
- Jeppson Wealth Management 2021 Q4 - filed Jan. 19, 2022
- Jeppson Wealth Management 2021 Q3 - filed Nov. 17, 2021
- Jeppson Wealth Management 2021 Q2 - filed July 20, 2021
- Jeppson Wealth Management 2021 Q1 - filed May 19, 2021
- Jeppson Wealth Management 2020 Q4 - filed March 5, 2021
- Jeppson Wealth Management 2020 Q3 - filed Nov. 19, 2020