JEPPSON WEALTH MANAGEMENT, LLC
Position in CMG — Chipotle Mexican Grill Inc
CIK 1831263
MANHATTAN BEACH, CA
Position in CMG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$256,700
+$15,025 QoQ
Shares Held
7,550
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#805
of 1,187 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $3,139,924 across 5 Restaurants names. CMG ranks #5 (8.2% of the industry book) .
All Filings in CMG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,700 | 7,550 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $241,675 | 7,550 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $279,350 | 7,550 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $295,884 | 7,550 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $423,932 | 7,550 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $379,085 | 7,550 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $455,265 | 7,550 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $435,031 | 7,550 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $473,007 | 7,550 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $438,922 | 151 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $345,330 | 151 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $276,606 | 151 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $322,989 | 151 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $300,659 | 176 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $278,885 | 201 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $302,054 | 201 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $262,759 | 201 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $317,988 | 201 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $349,650 | 200 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $363,504 | 200 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $310,068 | 200 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $284,164 | 200 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $277,342 | 200 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $248,742 | 200 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||