Jackson Wealth Management, LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jackson Wealth Management, LLC on META, newest first. How the timeline and the estimate are built.
Jackson Wealth Management, LLC held 2,451 META shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,451 sharesChange vs previous 13F -19,804 shares
0.81% of the 13F portfolio, value $1,381,000.
13F-HR 0001536799-26-000003 filed by Jackson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,255 sharesChange vs previous 13F +184 shares
1.31% of the 13F portfolio, value $12,733,000.
13F-HR 0001536799-26-000002 filed by Jackson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,071 sharesChange vs previous 13F +3,316 shares
1.42% of the 13F portfolio, value $14,569,000.
13F-HR 0001536799-26-000001 filed by Jackson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,755 sharesChange vs previous 13F +322 shares
1.38% of the 13F portfolio, value $13,773,000.
13F-HR 0001536799-25-000005 filed by Jackson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,433 sharesChange vs previous 13F +6,554 shares
1.48% of the 13F portfolio, value $13,605,000.
13F-HR 0001536799-25-000004 filed by Jackson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,879 sharesChange vs previous 13F -614 shares
0.83% of the 13F portfolio, value $6,847,000.
13F-HR 0001536799-25-000002 filed by Jackson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,493 sharesChange vs previous 13F +2,069 shares
0.83% of the 13F portfolio, value $7,315,000.
13F-HR 0001536799-25-000001 filed by Jackson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,424 sharesChange vs previous 13F not available
0.71% of the 13F portfolio, value $5,967,000.
13F-HR 0001536799-24-000005 filed by Jackson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).