Jeppson Wealth Management’s Alpine Income Property Trust PINE Stock Holding History

Jeppson Wealth Management’s Portfolio PINE Stock Details PINE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$273K	Hold	15,731	–	–	0.08%	199
2026 Q2	$327K	Hold	15,731	–	–	0.1%	184
2026 Q1	$283K	Buy	15,731 +390	+3%	+$7.24K	0.09%	181
2025 Q4	$257K	Buy	15,341 +1,224	+9%	+$19.1K	0.08%	186
2025 Q3	$200K	Buy	14,117 +3,810	+37%	+$55.7K	0.06%	214
2025 Q2	$152K	Buy	+10,307	New	+$159K	0.05%	203
2023 Q1	–	Sell	-13,140	Closed	-$251K	–	206
2022 Q4	$251K	Buy	13,140 +1,035	+9%	+$18.7K	0.11%	170
2022 Q3	$196K	Buy	+12,105	New	+$218K	0.09%	182

Other funds holding PINE

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Jeppson Wealth Management's PINE Position: Q3 2026 in Review

Jeppson Wealth Management held its Alpine Income Property Trust (PINE) position steady in Q3 2026 at 15,731 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #199.

Jeppson Wealth Management first reported a position in PINE in Q3 2022 and has held it in 8 quarters since. The position peaked at $327K in Q2 2026. 41 funds tracked by Wall St. Rank hold PINE as of Q3 2026.

Jeppson Wealth Management held 15,731 shares of Alpine Income Property Trust worth $273K as of Q3 2026.
Jeppson Wealth Management left its Alpine Income Property Trust share count unchanged in Q3 2026.
Alpine Income Property Trust made up 0.08% of Jeppson Wealth Management's portfolio in Q3 2026, its #199 holding.
Jeppson Wealth Management first reported a position in Alpine Income Property Trust in Q3 2022 and has held it in 8 quarters since.
Jeppson Wealth Management's Alpine Income Property Trust position peaked at $327K in Q2 2026.
41 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.