Jeppson Wealth Management, LLC

SEC CIK: 0001831263
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

RIO holding history

Rio Tinto PLC 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.

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

Shares (Q2 2026): 28,696
Value: $2.72M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of RIO by Jeppson Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,696	$2.72M	0.8%	−125−0.4%	Reduced	Holders
Q1 2026	28,821	$2.69M	0.8%	−536−1.8%	Reduced	Holders
Q4 2025	29,357	$2.35M	0.7%	−381−1.3%	Reduced	Holders
Q3 2025	29,738	$1.96M	0.6%	−164−0.5%	Reduced	Holders
Q2 2025	29,902	$1.74M	0.6%	−552−1.8%	Reduced	Holders
Q1 2025	30,454	$1.83M	0.7%	+10,361+51.6%	Added	Holders
Q4 2024	20,093	$1.18M	0.4%	+6,473+47.5%	Added	Holders
Q3 2024	13,620	$969.3K	0.3%	−338−2.4%	Reduced	Holders
Q2 2024	13,958	$920.3K	0.4%	−35−0.3%	Reduced	Holders
Q1 2024	13,993	$891.9K	0.3%	−106−0.8%	Reduced	Holders
Q4 2023	14,099	$1.05M	0.4%	−10−0.1%	Reduced	Holders
Q3 2023	14,109	$897.9K	0.4%	−84−0.6%	Reduced	Holders
Q2 2023	14,193	$906.1K	0.4%	−1,226−8.0%	Reduced	Holders
Q1 2023	15,419	$1.06M	0.5%	−16−0.1%	Reduced	Holders
Q4 2022	15,435	$1.10M	0.5%	−1,046−6.3%	Reduced	Holders
Q3 2022	16,481	$907.0K	0.4%	+978+6.3%	Added	Holders
Q2 2022	15,503	$946.0K	0.4%	+1,210+8.5%	Added	Holders
Q1 2022	14,293	$1.15M	0.5%	+190+1.3%	Added	Holders
Q4 2021	14,103	$944.0K	0.5%	+1,665+13.4%	Added	Holders
Q3 2021	12,438	$831.0K	0.4%	+607+5.1%	Added	Holders
Q2 2021	11,831	$992.0K	0.5%	00.0%	Unchanged	Holders
Q1 2021	11,831	$918.0K	0.5%	–	–	Holders

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