JEPPSON WEALTH MANAGEMENT, LLC
Position in VMRK — Vivmark Residential
CIK 1831263
MANHATTAN BEACH, CA
Position in VMRK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$314,312
+$40,625 QoQ
Shares Held
4,627
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#450
of 698 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $314,312 across 1 REIT - Residential name. VMRK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
4,627 | $314,312 |
All Filings in VMRK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,312 | 4,627 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $273,687 | 4,627 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||