Jeppson Wealth Management, LLC

SEC CIK: 0001831263
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

DOW holding history

Dow Inc. 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.

DOW overview All 13F holders of DOW Full Q2 2026 holdings

Shares (Q2 2026): 19,621
Value: $536.8K
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of DOW by Jeppson Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,621	$536.8K	0.2%	−79−0.4%	Reduced	Holders
Q1 2026	19,700	$820.5K	0.3%	−95−0.5%	Reduced	Holders
Q4 2025	19,795	$462.8K	0.1%	+8,538+75.8%	Added	Holders
Q3 2025	11,257	$258.1K	0.1%	−5,992−34.7%	Reduced	Holders
Q2 2025	17,249	$456.8K	0.2%	−4,897−22.1%	Reduced	Holders
Q1 2025	22,146	$773.3K	0.3%	−2,742−11.0%	Reduced	Holders
Q4 2024	24,888	$998.8K	0.4%	−6,357−20.3%	Reduced	Holders
Q3 2024	31,245	$1.71M	0.6%	+155+0.5%	Added	Holders
Q2 2024	31,090	$1.65M	0.6%	−69−0.2%	Reduced	Holders
Q1 2024	31,159	$1.81M	0.7%	+60.0%	Added	Holders
Q4 2023	31,153	$1.71M	0.7%	−981−3.1%	Reduced	Holders
Q3 2023	32,134	$1.66M	0.8%	+211+0.7%	Added	Holders
Q2 2023	31,923	$1.70M	0.7%	+811+2.6%	Added	Holders
Q1 2023	31,112	$1.71M	0.7%	−412−1.3%	Reduced	Holders
Q4 2022	31,524	$1.59M	0.7%	−1,622−4.9%	Reduced	Holders
Q3 2022	33,146	$1.46M	0.7%	+1,524+4.8%	Added	Holders
Q2 2022	31,622	$1.63M	0.7%	+2,797+9.7%	Added	Holders
Q1 2022	28,825	$1.84M	0.9%	+10.0%	Added	Holders
Q4 2021	28,824	$1.64M	0.8%	+2,454+9.3%	Added	Holders
Q3 2021	26,370	$1.52M	0.8%	+5,671+27.4%	Added	Holders
Q2 2021	20,699	$1.31M	0.7%	+170+0.8%	Added	Holders
Q1 2021	20,529	$1.31M	0.8%	–	–	Holders

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