Jacksonville Wealth Management, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacksonville Wealth Management, LLC on BA, newest first. How the timeline and the estimate are built.
Jacksonville Wealth Management, LLC held 1,651 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 1,651 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $357,391.
13F-HR 0001420506-26-001391 filed by Jacksonville Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,651 sharesChange vs previous 13F +18 shares
0.22% of the 13F portfolio, value $328,600.
13F-HR 0001420506-26-000763 filed by Jacksonville Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,633 sharesChange vs previous 13F -179 shares
0.25% of the 13F portfolio, value $354,555.
13F-HR 0001420506-26-000157 filed by Jacksonville Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,812 sharesChange vs previous 13F -81 shares
0.29% of the 13F portfolio, value $391,084.
13F-HR 0001420506-25-002975 filed by Jacksonville Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,893 sharesChange vs previous 13F +74 shares
0.32% of the 13F portfolio, value $396,642.
13F-HR 0001420506-25-001787 filed by Jacksonville Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,819 sharesChange vs previous 13F -142 shares
0.31% of the 13F portfolio, value $310,231.
13F-HR 0001420506-25-000779 filed by Jacksonville Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,961 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $347,097.
13F-HR 0001420506-25-000051 filed by Jacksonville Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).