Advertisement
Screener

JEPPSON WEALTH MANAGEMENT, LLC Historic Quarter Change: Foreign Bonds: Other Debt, New

JEPPSON WEALTH MANAGEMENT, LLC historic quarter change: Foreign Bonds: Other Debt, New

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, JEPPSON WEALTH MANAGEMENT, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1831263), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-09-30.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Storen Legacy Partners, LLCUnited States$0.319B102
SAM Advisors, LLCUnited States$0.319B47
Sagewood Asset Management LPUnited States$0.319B337
FSB PREMIER WEALTH MANAGEMENT, INC.United States$0.319B251
ACIMA PRIVATE WEALTH, LLCUnited States$0.319B177
Oxler Private Wealth LLCUnited States$0.319B92
Paragon Private Wealth Management, LLCUnited States$0.320B361
Eaton-Cambridge Inc.United States$0.320B56
Hi-Line Capital Management, LLCUnited States$0.318B32
Equita Financial Network, Inc.United States$0.318B87