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Disclosery

Jackson Wealth Management, LLC: SPMO position timeline

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

Jackson Wealth Management, LLC held 0 SPMO 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 -26,809 shares

    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).

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

  2. period ended2026-03-31
    13F 26,809 shares
    Change vs previous 13F -41,109 shares

    0.31% of the 13F portfolio, value $3,006,000.

    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 67,918 shares
    Change vs previous 13F +8,112 shares

    0.79% of the 13F portfolio, value $8,104,000.

    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 59,806 shares
    Change vs previous 13F +1,046 shares

    0.72% of the 13F portfolio, value $7,240,000.

    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 58,760 shares
    Change vs previous 13F +35,011 shares

    0.72% of the 13F portfolio, value $6,609,000.

    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 23,749 shares
    Change vs previous 13F -580 shares

    0.27% of the 13F portfolio, value $2,197,000.

    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 24,329 shares
    Change vs previous 13F +1,679 shares

    0.26% of the 13F portfolio, value $2,311,000.

    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 22,650 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,053,000.

    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).