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Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

CLX holding history

Clorox Co 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.

CLX overviewAll 13F holders of CLXFull Q2 2026 holdings

Shares (Q2 2026)
6,140
Value
$586.0K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of CLX by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,140$586.0K0.2%+3,371+121.7%AddedHolders
Q1 20262,769$287.0K0.1%−26−0.9%ReducedHolders
Q4 20252,795$281.8K0.1%+222+8.6%AddedHolders
Q3 20252,573$317.3K0.1%−116−4.3%ReducedHolders
Q2 20252,689$322.9K0.1%−274−9.2%ReducedHolders
Q1 20252,963$436.3K0.2%−120−3.9%ReducedHolders
Q4 20243,083$500.7K0.2%−200−6.1%ReducedHolders
Q3 20243,283$534.8K0.2%−61−1.8%ReducedHolders
Q2 20243,344$456.4K0.2%−51−1.5%ReducedHolders
Q1 20243,395$519.8K0.2%−55−1.6%ReducedHolders
Q4 20233,450$491.9K0.2%−596−14.7%ReducedHolders
Q3 20234,046$530.3K0.2%−108−2.6%ReducedHolders
Q2 20234,154$660.7K0.3%−360−8.0%ReducedHolders
Q1 20234,514$714.3K0.3%−240−5.0%ReducedHolders
Q4 20224,754$667.2K0.3%−271−5.4%ReducedHolders
Q3 20225,025$645.0K0.3%−182−3.5%ReducedHolders
Q2 20225,207$734.0K0.3%+2,990+134.9%AddedHolders
Q1 20222,217$308.0K0.1%−717−24.4%ReducedHolders
Q4 20212,934$512.0K0.2%−1,576−34.9%ReducedHolders
Q3 20214,510$746.0K0.4%+345+8.3%AddedHolders
Q2 20214,165$749.0K0.4%+4,165NewHolders