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Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

NEM holding history

NEWMONT 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.

NEM overviewAll 13F holders of NEMFull Q2 2026 holdings

Shares (Q2 2026)
5,534
Value
$516.9K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of NEM by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,534$516.9K0.2%+1,216+28.2%AddedHolders
Q1 20264,318$467.5K0.1%−25−0.6%ReducedHolders
Q4 20254,343$433.7K0.1%00.0%UnchangedHolders
Q3 20254,343$366.2K0.1%00.0%UnchangedHolders
Q2 20254,343$253.0K0.1%+100+2.4%AddedHolders
Q1 20254,243$204.9K0.1%+4,243NewHolders
Q4 20240$00.0%−4,043−100.0%Sold outHolders
Q3 20244,043$216.1K0.1%+4,043NewHolders
Q1 20240$00.0%−8,716−100.0%Sold outHolders
Q4 20238,716$360.8K0.1%−3,498−28.6%ReducedHolders
Q3 202312,214$451.3K0.2%+1,752+16.7%AddedHolders
Q2 202310,462$446.3K0.2%+464+4.6%AddedHolders
Q1 20239,998$490.1K0.2%+216+2.2%AddedHolders
Q4 20229,782$461.7K0.2%−828−7.8%ReducedHolders
Q3 202210,610$446.0K0.2%+1,760+19.9%AddedHolders
Q2 20228,850$528.0K0.2%−45−0.5%ReducedHolders
Q1 20228,895$706.0K0.3%−28−0.3%ReducedHolders
Q4 20218,923$553.0K0.3%−1,044−10.5%ReducedHolders
Q3 20219,967$541.0K0.3%+1,257+14.4%AddedHolders
Q2 20218,710$552.0K0.3%−50−0.6%ReducedHolders
Q1 20218,760$527.0K0.3%––Holders

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