JEPPSON WEALTH MANAGEMENT, LLC
Position in COF — Capital One Financial Corp
CIK 1831263
MANHATTAN BEACH, CA
Position in COF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,031,989
+$76,968 QoQ
Shares Held
5,144
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#990
of 2,096 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $1,992,212 across 3 Credit Services names. COF ranks #1 (51.8% of the industry book) .
All Filings in COF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,031,989 | 5,144 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $955,021 | 5,235 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,308,259 | 5,398 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,156,010 | 5,438 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,169,967 | 5,499 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,012,507 | 5,647 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,010,539 | 5,667 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $876,968 | 5,857 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $817,131 | 5,902 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $885,746 | 5,949 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $808,617 | 6,167 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $600,739 | 6,190 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $700,952 | 6,409 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $572,440 | 5,953 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $521,412 | 5,609 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $549,148 | 5,958 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $611,699 | 5,871 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $814,523 | 6,204 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $776,231 | 5,350 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $916,264 | 5,657 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $847,391 | 5,478 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $732,844 | 5,760 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $584,994 | 5,918 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $426,848 | 5,940 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||