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Jackson Wealth Management, LLC: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jackson Wealth Management, LLC on SMH, newest first. How the timeline and the estimate are built.

Jackson Wealth Management, LLC held 2,611 SMH 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 2,611 shares
    Change vs previous 13F -47,559 shares

    1.01% of the 13F portfolio, value $1,713,000.

    13F-HR 0001536799-26-000003 filed by Jackson 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 50,170 shares
    Change vs previous 13F +11,847 shares

    1.98% of the 13F portfolio, value $19,235,000.

    13F-HR 0001536799-26-000002 filed by Jackson 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 38,323 shares
    Change vs previous 13F +432 shares

    1.34% of the 13F portfolio, value $13,801,000.

    13F-HR 0001536799-26-000001 filed by Jackson 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 37,891 shares
    Change vs previous 13F +174 shares

    1.24% of the 13F portfolio, value $12,366,000.

    13F-HR 0001536799-25-000005 filed by Jackson 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 37,717 shares
    Change vs previous 13F -107 shares

    1.14% of the 13F portfolio, value $10,518,000.

    13F-HR 0001536799-25-000004 filed by Jackson 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 37,824 shares
    Change vs previous 13F +12,194 shares

    0.97% of the 13F portfolio, value $7,999,000.

    13F-HR 0001536799-25-000002 filed by Jackson 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 25,630 shares
    Change vs previous 13F +1,768 shares

    0.7% of the 13F portfolio, value $6,207,000.

    13F-HR 0001536799-25-000001 filed by Jackson Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,862 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $5,857,000.

    13F-HR 0001536799-24-000005 filed by Jackson Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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