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

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

Jackson, Grant Investment Advisers, Inc. held 97,629 VIG 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 97,629 shares
    Change vs previous 13F -2,321 shares

    7.17% of the 13F portfolio, value $23,100,965.

    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 99,950 shares
    Change vs previous 13F -438 shares

    7.18% of the 13F portfolio, value $21,495,176.

    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 100,388 shares
    Change vs previous 13F -1,492 shares

    7.26% of the 13F portfolio, value $22,063,167.

    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 101,880 shares
    Change vs previous 13F +250 shares

    7.34% of the 13F portfolio, value $21,984,735.

    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 101,630 shares
    Change vs previous 13F +2,755 shares

    7.64% of the 13F portfolio, value $20,800,511.

    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 98,875 shares
    Change vs previous 13F -1,358 shares

    7.42% of the 13F portfolio, value $19,180,666.

    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 100,233 shares
    Change vs previous 13F +971 shares

    7.55% of the 13F portfolio, value $19,628,563.

    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 99,262 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $19,659,920.

    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).