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Jackson Wealth Management, LLC: XLG position timeline

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

Jackson Wealth Management, LLC held 5,503 XLG 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 5,503 shares
    Change vs previous 13F -140,731 shares

    0.2% of the 13F portfolio, value $337,000.

    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 146,234 shares
    Change vs previous 13F +2,654 shares

    0.82% of the 13F portfolio, value $7,977,000.

    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 143,580 shares
    Change vs previous 13F +1,567 shares

    0.83% of the 13F portfolio, value $8,511,000.

    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 142,013 shares
    Change vs previous 13F +2,564 shares

    0.82% of the 13F portfolio, value $8,169,000.

    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 139,449 shares
    Change vs previous 13F -634 shares

    0.79% of the 13F portfolio, value $7,265,000.

    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 140,083 shares
    Change vs previous 13F -442 shares

    0.78% of the 13F portfolio, value $6,447,000.

    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 140,525 shares
    Change vs previous 13F +376 shares

    0.8% of the 13F portfolio, value $7,021,000.

    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 140,149 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,661,000.

    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).