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

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

Jackson, Grant Investment Advisers, Inc. held 153,555 RSP 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 153,555 shares
    Change vs previous 13F -2,497 shares

    10.15% of the 13F portfolio, value $32,671,925.

    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 156,052 shares
    Change vs previous 13F -322 shares

    10% of the 13F portfolio, value $29,949,566.

    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 156,374 shares
    Change vs previous 13F +3,525 shares

    9.86% of the 13F portfolio, value $29,955,033.

    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 152,849 shares
    Change vs previous 13F +5,136 shares

    9.68% of the 13F portfolio, value $28,995,373.

    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 147,713 shares
    Change vs previous 13F +1,784 shares

    9.86% of the 13F portfolio, value $26,845,347.

    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 145,929 shares
    Change vs previous 13F +979 shares

    9.79% of the 13F portfolio, value $25,279,237.

    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 144,950 shares
    Change vs previous 13F +2,001 shares

    9.77% of the 13F portfolio, value $25,399,615.

    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 142,949 shares
    Change vs previous 13F not available

    9.58% of the 13F portfolio, value $25,610,804.

    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).