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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

ALL holding history

Allstate Corp in every 13F filed by Jeppson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALL overviewAll 13F holders of ALLFull Q2 2026 holdings

Shares (Q2 2026)
4,385
Value
$1.04M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of ALL by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,385$1.04M0.3%+20.0%AddedHolders
Q1 20264,383$908.7K0.3%00.0%UnchangedHolders
Q4 20254,383$912.3K0.3%−155−3.4%ReducedHolders
Q3 20254,538$974.0K0.3%−40−0.9%ReducedHolders
Q2 20254,578$921.5K0.3%−34−0.7%ReducedHolders
Q1 20254,612$955.1K0.3%−95−2.0%ReducedHolders
Q4 20244,707$907.5K0.3%−25−0.5%ReducedHolders
Q3 20244,732$897.5K0.3%−50−1.0%ReducedHolders
Q2 20244,782$763.5K0.3%−5−0.1%ReducedHolders
Q1 20244,787$828.2K0.3%−42−0.9%ReducedHolders
Q4 20234,829$676.0K0.3%+5+0.1%AddedHolders
Q3 20234,824$537.4K0.2%+55+1.2%AddedHolders
Q2 20234,769$520.0K0.2%−410−7.9%ReducedHolders
Q1 20235,179$573.8K0.2%−29−0.6%ReducedHolders
Q4 20225,208$706.3K0.3%+17+0.3%AddedHolders
Q3 20225,191$646.0K0.3%+10+0.2%AddedHolders
Q2 20225,181$657.0K0.3%−30−0.6%ReducedHolders
Q1 20225,211$721.0K0.3%−30−0.6%ReducedHolders
Q4 20215,241$617.0K0.3%+862+19.7%AddedHolders
Q3 20214,379$557.0K0.3%+25+0.6%AddedHolders
Q2 20214,354$567.0K0.3%00.0%UnchangedHolders
Q1 20214,354$500.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.