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Disclosery

JACKSON THORNTON WEALTH MANAGEMENT, LLC: MKTX position timeline

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

JACKSON THORNTON WEALTH MANAGEMENT, LLC held 0 MKTX 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 0 shares
    Change vs previous 13F -2,785 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,785 shares
    Change vs previous 13F -545 shares

    0.04% of the 13F portfolio, value $478,853.

    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 3,330 shares
    Change vs previous 13F +717 shares

    0.06% of the 13F portfolio, value $604,062.

    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 2,613 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $449,775.

    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).