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Jackson Wealth Management, LLC: USMC position timeline

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

Jackson Wealth Management, LLC held 5,780 USMC 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 5,780 shares
    Change vs previous 13F -36,819 shares

    0.25% of the 13F portfolio, value $428,000.

    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 42,599 shares
    Change vs previous 13F -1,819 shares

    0.28% of the 13F portfolio, value $2,740,000.

    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 44,418 shares
    Change vs previous 13F +973 shares

    0.3% of the 13F portfolio, value $3,040,000.

    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 43,445 shares
    Change vs previous 13F +1,188 shares

    0.3% of the 13F portfolio, value $2,962,000.

    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 42,257 shares
    Change vs previous 13F -57,277 shares

    0.29% of the 13F portfolio, value $2,644,000.

    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 99,534 shares
    Change vs previous 13F -23 shares

    0.69% of the 13F portfolio, value $5,652,000.

    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 99,557 shares
    Change vs previous 13F +20,836 shares

    0.68% of the 13F portfolio, value $5,976,000.

    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 78,721 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,486,000.

    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).