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

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

Jackson, Grant Investment Advisers, Inc. held 57,747 SPY 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 57,747 shares
    Change vs previous 13F -1,648 shares

    13.39% of the 13F portfolio, value $43,123,605.

    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 59,395 shares
    Change vs previous 13F -361 shares

    12.9% of the 13F portfolio, value $38,626,764.

    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 59,756 shares
    Change vs previous 13F -561 shares

    13.42% of the 13F portfolio, value $40,748,555.

    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 60,317 shares
    Change vs previous 13F -414 shares

    13.42% of the 13F portfolio, value $40,182,293.

    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 60,731 shares
    Change vs previous 13F +201 shares

    13.78% of the 13F portfolio, value $37,522,778.

    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 60,530 shares
    Change vs previous 13F -415 shares

    13.11% of the 13F portfolio, value $33,860,047.

    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 60,945 shares
    Change vs previous 13F -1,312 shares

    13.74% of the 13F portfolio, value $35,718,469.

    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 62,257 shares
    Change vs previous 13F not available

    13.36% of the 13F portfolio, value $35,720,656.

    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).