Position in NEM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$516,875
+$49,452 QoQ
Shares Held
5,534
+28.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,070
of 1,774 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $4,261,897 across 5 Gold names. NEM ranks #2 (12.1% of the industry book) .
All Filings in NEM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,875 | 5,534 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $467,423 | 4,318 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $433,648 | 4,343 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $366,158 | 4,343 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $253,023 | 4,343 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $204,852 | 4,243 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $216,098 | 4,043 | Shares | Sole | 2024-11-05 | |
| 2023-12-31 | $360,755 | 8,716 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $451,307 | 12,214 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $446,308 | 10,462 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $490,101 | 9,998 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $461,710 | 9,782 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $445,938 | 10,610 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $528,079 | 8,850 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $706,707 | 8,895 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $553,404 | 8,923 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $541,208 | 9,967 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $552,039 | 8,710 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $527,965 | 8,760 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $387,488 | 6,470 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $173,218 | 2,730 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||