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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

WM holding history

Waste Management 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.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
2,372
Value
$528.7K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WM by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,372$528.7K0.2%+498+26.6%AddedHolders
Q1 20261,874$430.6K0.1%00.0%UnchangedHolders
Q4 20251,874$411.7K0.1%−218−10.4%ReducedHolders
Q3 20252,092$462.0K0.1%00.0%UnchangedHolders
Q2 20252,092$478.7K0.2%−785−27.3%ReducedHolders
Q1 20252,877$666.1K0.2%00.0%UnchangedHolders
Q4 20242,877$580.5K0.2%−25−0.9%ReducedHolders
Q3 20242,902$602.5K0.2%00.0%UnchangedHolders
Q2 20242,902$619.1K0.2%−75−2.5%ReducedHolders
Q1 20242,977$634.5K0.2%−12−0.4%ReducedHolders
Q4 20232,989$535.3K0.2%+225+8.1%AddedHolders
Q3 20232,764$421.3K0.2%−1,588−36.5%ReducedHolders
Q2 20234,352$754.7K0.3%00.0%UnchangedHolders
Q1 20234,352$710.1K0.3%−520−10.7%ReducedHolders
Q4 20224,872$764.3K0.3%00.0%UnchangedHolders
Q3 20224,872$781.0K0.4%00.0%UnchangedHolders
Q2 20224,872$745.0K0.3%+444+10.0%AddedHolders
Q1 20224,428$701.0K0.3%−8−0.2%ReducedHolders
Q4 20214,436$740.0K0.4%00.0%UnchangedHolders
Q3 20214,436$662.0K0.3%−50−1.1%ReducedHolders
Q2 20214,486$628.0K0.3%00.0%UnchangedHolders
Q1 20214,486$578.0K0.3%––Holders

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