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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

WELL holding history

Welltower 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.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
8,799
Value
$2.00M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of WELL by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,799$2.00M0.6%−100−1.1%ReducedHolders
Q1 20268,899$1.76M0.6%−39−0.4%ReducedHolders
Q4 20258,938$1.66M0.5%−25−0.3%ReducedHolders
Q3 20258,963$1.60M0.5%−400−4.3%ReducedHolders
Q2 20259,363$1.44M0.5%−160−1.7%ReducedHolders
Q1 20259,523$1.46M0.5%00.0%UnchangedHolders
Q4 20249,523$1.20M0.4%−50−0.5%ReducedHolders
Q3 20249,573$1.23M0.4%−45−0.5%ReducedHolders
Q2 20249,618$1.00M0.4%−10−0.1%ReducedHolders
Q1 20249,628$899.6K0.3%−25−0.3%ReducedHolders
Q4 20239,653$870.4K0.4%−21−0.2%ReducedHolders
Q3 20239,674$792.5K0.4%−35−0.4%ReducedHolders
Q2 20239,709$785.4K0.3%−100−1.0%ReducedHolders
Q1 20239,809$703.2K0.3%00.0%UnchangedHolders
Q4 20229,809$643.0K0.3%−330−3.3%ReducedHolders
Q3 202210,139$652.0K0.3%+200+2.0%AddedHolders
Q2 20229,939$818.0K0.4%−19−0.2%ReducedHolders
Q1 20229,958$957.0K0.4%00.0%UnchangedHolders
Q4 20219,958$854.0K0.4%−5−0.1%ReducedHolders
Q3 20219,963$820.0K0.4%−5−0.1%ReducedHolders
Q2 20219,968$828.0K0.5%00.0%UnchangedHolders
Q1 20219,968$714.0K0.4%––Holders

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