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Disclosery

Jackson Wealth Management, LLC: SPYM position timeline

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

Jackson Wealth Management, LLC held 44,742 SPYM 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 44,742 shares
    Change vs previous 13F -493,957 shares

    2.31% of the 13F portfolio, value $3,932,000.

    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 538,699 shares
    Change vs previous 13F +7,894 shares

    4.24% of the 13F portfolio, value $41,232,000.

    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 530,805 shares
    Change vs previous 13F -33,262 shares

    4.15% of the 13F portfolio, value $42,581,000.

    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 564,067 shares
    Change vs previous 13F +60,671 shares

    4.42% of the 13F portfolio, value $44,189,000.

    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 503,396 shares
    Change vs previous 13F +241,147 shares

    3.98% of the 13F portfolio, value $36,592,000.

    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 262,249 shares
    Change vs previous 13F +3,791 shares

    2.09% of the 13F portfolio, value $17,245,000.

    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 258,458 shares
    Change vs previous 13F +14,192 shares

    2.02% of the 13F portfolio, value $17,818,000.

    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 244,266 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $16,490,000.

    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).