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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

ED holding history

Consolidated Edison 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.

ED overviewAll 13F holders of EDFull Q2 2026 holdings

Shares (Q2 2026)
6,431
Value
$711.5K
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of ED by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,431$711.5K0.2%00.0%UnchangedHolders
Q1 20266,431$727.9K0.2%−349−5.1%ReducedHolders
Q4 20256,780$673.4K0.2%−310−4.4%ReducedHolders
Q3 20257,090$712.7K0.2%−100−1.4%ReducedHolders
Q2 20257,190$721.5K0.2%−326−4.3%ReducedHolders
Q1 20257,516$831.2K0.3%00.0%UnchangedHolders
Q4 20247,516$670.7K0.2%−200−2.6%ReducedHolders
Q3 20247,716$803.5K0.3%00.0%UnchangedHolders
Q2 20247,716$690.0K0.3%00.0%UnchangedHolders
Q1 20247,716$700.7K0.3%00.0%UnchangedHolders
Q4 20237,716$701.9K0.3%+125+1.6%AddedHolders
Q3 20237,591$649.3K0.3%−162−2.1%ReducedHolders
Q2 20237,753$700.9K0.3%−163−2.1%ReducedHolders
Q1 20237,916$757.3K0.3%00.0%UnchangedHolders
Q4 20227,916$754.5K0.3%+315+4.1%AddedHolders
Q3 20227,601$652.0K0.3%00.0%UnchangedHolders
Q2 20227,601$723.0K0.3%+7,601NewHolders