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Jackson Wealth Management, LLC: SWVXX position timeline

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

Jackson Wealth Management, LLC held 9,477,935 SWVXX 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 9,477,935 shares
    Change vs previous 13F -39,552,906 shares

    5.58% of the 13F portfolio, value $9,478,000.

    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 49,030,841 shares
    Change vs previous 13F -904,438 shares

    5.04% of the 13F portfolio, value $49,031,000.

    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 49,935,279 shares
    Change vs previous 13F -1,969,745 shares

    4.86% of the 13F portfolio, value $49,935,000.

    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 51,905,024 shares
    Change vs previous 13F -8,504,324 shares

    5.19% of the 13F portfolio, value $51,905,000.

    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 60,409,348 shares
    Change vs previous 13F +1,832,981 shares

    6.57% of the 13F portfolio, value $60,409,000.

    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 58,576,367 shares
    Change vs previous 13F +23,841,818 shares

    7.12% of the 13F portfolio, value $58,576,000.

    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 34,734,549 shares
    Change vs previous 13F -20,076,944 shares

    3.94% of the 13F portfolio, value $34,735,000.

    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 54,811,493 shares
    Change vs previous 13F not available

    6.54% of the 13F portfolio, value $54,811,000.

    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).