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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

GIS holding history

General Mills 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.

GIS overviewAll 13F holders of GISFull Q2 2026 holdings

Shares (Q2 2026)
15,271
Value
$531.4K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of GIS by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,271$531.4K0.2%−260−1.7%ReducedHolders
Q1 202615,531$578.1K0.2%−257−1.6%ReducedHolders
Q4 202515,788$734.2K0.2%−2,639−14.3%ReducedHolders
Q3 202518,427$929.1K0.3%+609+3.4%AddedHolders
Q2 202517,818$923.2K0.3%+1,115+6.7%AddedHolders
Q1 202516,703$998.6K0.4%−739−4.2%ReducedHolders
Q4 202417,442$1.11M0.4%−460−2.6%ReducedHolders
Q3 202417,902$1.32M0.5%−29−0.2%ReducedHolders
Q2 202417,931$1.13M0.4%−155−0.9%ReducedHolders
Q1 202418,086$1.27M0.5%−100−0.5%ReducedHolders
Q4 202318,186$1.18M0.5%−924−4.8%ReducedHolders
Q3 202319,110$1.22M0.6%−205−1.1%ReducedHolders
Q2 202319,315$1.48M0.6%−270−1.4%ReducedHolders
Q1 202319,585$1.67M0.7%−354−1.8%ReducedHolders
Q4 202219,939$1.67M0.7%−50−0.3%ReducedHolders
Q3 202219,989$1.53M0.7%−100−0.5%ReducedHolders
Q2 202220,089$1.52M0.7%+201+1.0%AddedHolders
Q1 202219,888$1.35M0.6%−95−0.5%ReducedHolders
Q4 202119,983$1.35M0.6%−32−0.2%ReducedHolders
Q3 202120,015$1.20M0.6%−75−0.4%ReducedHolders
Q2 202120,090$1.22M0.7%00.0%UnchangedHolders
Q1 202120,090$1.23M0.7%––Holders

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