Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$353,762
+$49,140 QoQ
Shares Held
5,857
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,402
of 2,044 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $353,762 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,857 | $353,762 |
All Filings in USB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,762 | 5,857 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $304,622 | 5,857 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $313,596 | 5,877 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $286,451 | 5,927 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $268,196 | 5,927 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $251,166 | 5,949 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $289,562 | 6,054 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $276,849 | 6,054 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $240,343 | 6,054 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $281,699 | 6,302 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $281,017 | 6,493 | Shares | Sole | 2024-01-11 | |
| 2022-12-31 | $343,167 | 7,869 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $260,467 | 6,460 | Shares | Sole | 2022-10-20 | |
| 2020-09-30 | $31,332 | 874 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||