CRDF β€” CARDIFF ONCOLOGY INC COM

Ownership history in JEPPSON WEALTH MANAGEMENT, LLC  Β·  2 quarters on record

AI Ownership Summary

JEPPSON WEALTH MANAGEMENT, LLC reported CARDIFF ONCOLOGY INC COM (CRDF) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows CRDF at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRDF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JEPPSON WEALTH MANAGEMENT, LLC's position in CARDIFF ONCOLOGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CRDF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JEPPSON WEALTH MANAGEMENT, LLC held CRDF β€” position size vs. price
% of Fund (quarterly)    CRDF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,001 -364 -2.9% 0.01% $25K 2025-10-15 $2.41
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CRDF

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About JEPPSON WEALTH MANAGEMENT, LLC and CRDF

These are the practical questions this page is built to answer before you even open the full history table.

How long has JEPPSON WEALTH MANAGEMENT, LLC reported owning CRDF?

JEPPSON WEALTH MANAGEMENT, LLC reported CRDF across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported CRDF position in JEPPSON WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CRDF was 0.01% in 2025 Q3.

What is the latest reported CRDF position on this page?

The most recent filing on this page is 2025 Q3, when JEPPSON WEALTH MANAGEMENT, LLC reported 12,001 shares, equal to 0.01% of portfolio, with an estimated market value of $25K.

What does the chart on this CRDF ownership page compare?

The chart compares JEPPSON WEALTH MANAGEMENT, LLC's quarterly CRDF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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