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JACKSON THORNTON WEALTH MANAGEMENT, LLC: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACKSON THORNTON WEALTH MANAGEMENT, LLC on DFAT, newest first. How the timeline and the estimate are built.

JACKSON THORNTON WEALTH MANAGEMENT, LLC held 2,814,122 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,814,122 shares
    Change vs previous 13F -26,124 shares

    15.55% of the 13F portfolio, value $196,707,136.

    13F-HR 0001903880-26-000003 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 2,840,246 shares
    Change vs previous 13F +6,295 shares

    16.51% of the 13F portfolio, value $183,508,301.

    13F-HR 0001903880-26-000002 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 2,833,951 shares
    Change vs previous 13F -2,072 shares

    16.52% of the 13F portfolio, value $174,826,436.

    13F-HR 0001903880-26-000001 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 2,836,023 shares
    Change vs previous 13F -21,855 shares

    16.79% of the 13F portfolio, value $165,566,999.

    13F-HR 0001903880-25-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 2,857,878 shares
    Change vs previous 13F -20,834 shares

    18.35% of the 13F portfolio, value $160,269,827.

    13F-HR 0001903880-25-000005 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 2,878,712 shares
    Change vs previous 13F -75,465 shares

    18.11% of the 13F portfolio, value $136,393,386.

    13F-HR 0001903880-25-000002 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 2,954,177 shares
    Change vs previous 13F +95,256 shares

    20.78% of the 13F portfolio, value $164,429,504.

    13F-HR 0001903880-25-000001 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 2,858,921 shares
    Change vs previous 13F not available

    21.03% of the 13F portfolio, value $159,041,790.

    13F-HR 0001903880-24-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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