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Jackson, Grant Investment Advisers, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jackson, Grant Investment Advisers, Inc. on AGG, newest first. How the timeline and the estimate are built.

Jackson, Grant Investment Advisers, Inc. held 51,731 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,731 shares
    Change vs previous 13F -344 shares

    1.59% of the 13F portfolio, value $5,120,298.

    13F-HR 0001104659-26-089039 filed by Jackson, Grant Investment Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,075 shares
    Change vs previous 13F +95 shares

    1.73% of the 13F portfolio, value $5,169,458.

    13F-HR 0001104659-26-057733 filed by Jackson, Grant Investment Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,980 shares
    Change vs previous 13F +2,643 shares

    1.71% of the 13F portfolio, value $5,191,762.

    13F-HR 0001104659-26-006762 filed by Jackson, Grant Investment Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,337 shares
    Change vs previous 13F +3,261 shares

    1.65% of the 13F portfolio, value $4,945,998.

    13F-HR 0001104659-25-108853 filed by Jackson, Grant Investment Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,076 shares
    Change vs previous 13F +888 shares

    1.68% of the 13F portfolio, value $4,570,777.

    13F-HR 0001104659-25-068606 filed by Jackson, Grant Investment Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,188 shares
    Change vs previous 13F +13,232 shares

    1.73% of the 13F portfolio, value $4,470,007.

    13F-HR 0001104659-25-044858 filed by Jackson, Grant Investment Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,956 shares
    Change vs previous 13F -15,076 shares

    1.19% of the 13F portfolio, value $3,096,530.

    13F-HR 0001104659-25-006241 filed by Jackson, Grant Investment Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,032 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,762,903.

    13F-HR 0001104659-24-109397 filed by Jackson, Grant Investment Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).