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

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

Jackson, Grant Investment Advisers, Inc. held 208,499 VO 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 208,499 shares
    Change vs previous 13F +156,835 shares

    5.22% of the 13F portfolio, value $16,798,778.

    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 51,664 shares
    Change vs previous 13F +656 shares

    4.95% of the 13F portfolio, value $14,836,830.

    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 51,008 shares
    Change vs previous 13F -167 shares

    4.87% of the 13F portfolio, value $14,803,431.

    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 51,175 shares
    Change vs previous 13F +169 shares

    5.02% of the 13F portfolio, value $15,032,212.

    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 51,006 shares
    Change vs previous 13F +213 shares

    5.24% of the 13F portfolio, value $14,272,982.

    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 50,793 shares
    Change vs previous 13F -745 shares

    5.08% of the 13F portfolio, value $13,135,969.

    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 51,538 shares
    Change vs previous 13F +1,626 shares

    5.24% of the 13F portfolio, value $13,612,751.

    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 49,912 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $13,168,183.

    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).