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JACKSON THORNTON WEALTH MANAGEMENT, LLC: SAN position timeline

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

JACKSON THORNTON WEALTH MANAGEMENT, LLC held 29,755 SAN 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 29,755 shares
    Change vs previous 13F +8,761 shares

    0.03% of the 13F portfolio, value $410,619.

    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 20,994 shares
    Change vs previous 13F +5,775 shares

    0.02% of the 13F portfolio, value $256,127.

    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 15,219 shares
    Change vs previous 13F +626 shares

    0.02% of the 13F portfolio, value $181,563.

    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 14,593 shares
    Change vs previous 13F +1,982 shares

    0.01% of the 13F portfolio, value $147,535.

    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 12,611 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $109,590.

    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 12,599 shares
    Change vs previous 13F +873 shares

    0.01% of the 13F portfolio, value $84,791.

    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 11,726 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $53,471.

    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).