Jackson Wealth Management, LLC: BRO position timeline

Jackson Wealth Management, LLC held 0 BRO shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -30,113 shares

   13F-HR 0001536799-25-000005 filed by Jackson Wealth Management, LLC
   Filed 2025-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 30,113 shares

   Change vs previous 13F -602 shares

   0.36% of the 13F portfolio, value $3,339,000.

   13F-HR 0001536799-25-000004 filed by Jackson Wealth Management, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 30,715 shares

   Change vs previous 13F -520 shares

   0.46% of the 13F portfolio, value $3,821,000.

   13F-HR 0001536799-25-000002 filed by Jackson Wealth Management, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 31,235 shares

   Change vs previous 13F +1,059 shares

   0.36% of the 13F portfolio, value $3,187,000.

   13F-HR 0001536799-25-000001 filed by Jackson Wealth Management, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 30,176 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $3,126,000.

   13F-HR 0001536799-24-000005 filed by Jackson Wealth Management, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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