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Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

SWK holding history

Stanley Black & Decker, 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.

SWK overviewAll 13F holders of SWKFull Q2 2026 holdings

Shares (Q2 2026)
4,451
Value
$418.9K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of SWK by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,451$418.9K0.1%+4,451NewHolders