Skip to content
Disclosery

Jacksonville Wealth Management, LLC: SPY position timeline

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

Jacksonville Wealth Management, LLC held 30,225 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,225 shares
    Change vs previous 13F +1,476 shares

    12.77% of the 13F portfolio, value $22,571,045.

    13F-HR 0001420506-26-001391 filed by Jacksonville 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 28,749 shares
    Change vs previous 13F +2,850 shares

    12.63% of the 13F portfolio, value $18,696,680.

    13F-HR 0001420506-26-000763 filed by Jacksonville 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 25,899 shares
    Change vs previous 13F +673 shares

    12.5% of the 13F portfolio, value $17,661,037.

    13F-HR 0001420506-26-000157 filed by Jacksonville 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 25,226 shares
    Change vs previous 13F +1,677 shares

    12.34% of the 13F portfolio, value $16,804,998.

    13F-HR 0001420506-25-002975 filed by Jacksonville 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 23,549 shares
    Change vs previous 13F +1,678 shares

    11.7% of the 13F portfolio, value $14,549,443.

    13F-HR 0001420506-25-001787 filed by Jacksonville 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 21,871 shares
    Change vs previous 13F +446 shares

    12.04% of the 13F portfolio, value $12,234,616.

    13F-HR 0001420506-25-000779 filed by Jacksonville 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 21,425 shares
    Change vs previous 13F not available

    11.72% of the 13F portfolio, value $12,556,897.

    13F-HR 0001420506-25-000051 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).