Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$747,593
+$59,393 QoQ
Shares Held
2,179
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,200
of 4,501 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V 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. V ranks #2 (37.5% of the industry book) .
All Filings in V
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,593 | 2,179 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $688,200 | 2,277 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $636,187 | 1,814 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $617,897 | 1,810 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $644,770 | 1,816 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $637,136 | 1,818 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $583,725 | 1,847 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $509,207 | 1,852 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $486,619 | 1,854 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $517,414 | 1,854 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $484,511 | 1,861 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $432,188 | 1,879 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $434,350 | 1,829 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $413,493 | 1,834 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $391,004 | 1,882 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $351,569 | 1,979 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $374,484 | 1,902 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $388,319 | 1,751 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $316,396 | 1,460 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $201,588 | 905 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $211,607 | 905 | Shares | Sole | 2021-07-20 | |
| 2020-09-30 | $174,973 | 875 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||