Advertisement
Screener

Jackson, Grant Investment Advisers, Inc. Last Quarter Change: Foreign Funds, Added

Jackson, Grant Investment Advisers, Inc. quarter change: Foreign Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Jackson, Grant Investment Advisers, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1650300): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Prodigy Asset Management LLCUnited States$0.300B28
ROGCO, LPUnited States$0.300B205
Carlton Hofferkamp & Jenks Wealth Management, LLCUnited States$0.299B142
Kimmeridge Energy Management Company, LLCUnited States$0.299B1
INTERCAPITAL, LLCUnited States$0.299B108
Riverview Capital Advisers, LLCUnited States$0.300B86
PCA Investment Advisory Services Inc.United States$0.300B57
Goepper Burkhardt LLCUnited States$0.299B97
Amtrust Financial Services, Inc.United States$0.300B15
Corundum Group, Inc.United States$0.299B108