Jeppson Wealth Management, LLC
- SEC CIK
- 0001831263
- Latest filing
- Aug 4, 2026
STAG holding history
STAG Industrial, 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.
STAG overviewAll 13F holders of STAGFull Q2 2026 holdings
- Shares (Q2 2026)
- 22,134
- Value
- $842.4K
- % of portfolio
- 0.2%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 22,134 | $842.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 22,134 | $798.2K | 0.3% | −235−1.1% | Reduced | Holders |
| Q4 2025 | 22,369 | $822.3K | 0.3% | −275−1.2% | Reduced | Holders |
| Q3 2025 | 22,644 | $799.1K | 0.3% | −460−2.0% | Reduced | Holders |
| Q2 2025 | 23,104 | $838.2K | 0.3% | −1,485−6.0% | Reduced | Holders |
| Q1 2025 | 24,589 | $888.2K | 0.3% | −117−0.5% | Reduced | Holders |
| Q4 2024 | 24,706 | $835.6K | 0.3% | −63−0.3% | Reduced | Holders |
| Q3 2024 | 24,769 | $968.2K | 0.3% | −25−0.1% | Reduced | Holders |
| Q2 2024 | 24,794 | $894.1K | 0.3% | −508−2.0% | Reduced | Holders |
| Q1 2024 | 25,302 | $972.6K | 0.4% | +133+0.5% | Added | Holders |
| Q4 2023 | 25,169 | $988.1K | 0.4% | +50+0.2% | Added | Holders |
| Q3 2023 | 25,119 | $866.9K | 0.4% | +255+1.0% | Added | Holders |
| Q2 2023 | 24,864 | $892.1K | 0.4% | +1,370+5.8% | Added | Holders |
| Q1 2023 | 23,494 | $794.6K | 0.3% | +3,547+17.8% | Added | Holders |
| Q4 2022 | 19,947 | $644.5K | 0.3% | +2,825+16.5% | Added | Holders |
| Q3 2022 | 17,122 | $487.0K | 0.2% | +17,122 | New | Holders |