Jackson Wealth Management, LLC: IWF position timeline

Jackson Wealth Management, LLC held 4,588 IWF 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 4,588 shares

   Change vs previous 13F -14,697 shares

   0.34% of the 13F portfolio, value $570,000.

   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).

2. period ended2026-03-31

   13F 19,285 shares

   Change vs previous 13F +1,024 shares

   0.85% of the 13F portfolio, value $8,223,000.

   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 18,261 shares

   Change vs previous 13F -3,428 shares

   0.84% of the 13F portfolio, value $8,643,000.

   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 21,689 shares

   Change vs previous 13F +1,748 shares

   1.02% of the 13F portfolio, value $10,159,000.

   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 19,941 shares

   Change vs previous 13F not available

   0.92% of the 13F portfolio, value $8,467,000.

   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).