Jackson Wealth Management, LLC: BTI position timeline

Jackson Wealth Management, LLC held 0 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -31,234 shares

   13F-HR 0001536799-26-000003 filed by Jackson Wealth Management, LLC
   Filed 2026-08-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 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 ended2026-03-31

   13F 31,234 shares

   Change vs previous 13F +837 shares

   0.19% of the 13F portfolio, value $1,826,000.

   13F-HR 0001536799-26-000002 filed by Jackson Wealth Management, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 30,397 shares

   Change vs previous 13F +1,681 shares

   0.17% of the 13F portfolio, value $1,721,000.

   13F-HR 0001536799-26-000001 filed by Jackson Wealth Management, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 28,716 shares

   Change vs previous 13F +1,480 shares

   0.15% of the 13F portfolio, value $1,524,000.

   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).

5. period ended2025-06-30

   13F 27,236 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $1,289,000.

   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).