Advertisement
Screener

Jackson Wealth Management, LLC Last Quarter Change: Foreign Preferred Shares, Sold Out

Jackson Wealth Management, LLC quarter change: Foreign Preferred Shares, Sold out

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Jackson Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1536799): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-20). 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
STANSBERRY ASSET MANAGEMENT, LLCUnited States$0.973B141
CUTLER INVESTMENT COUNSEL LLCUnited States$0.971B146
MANE GLOBAL CAPITAL MANAGEMENT LPUnited States$0.971B57
Two Creeks Capital Management, LPUnited States$0.974B22
Uniplan Investment Counsel, Inc.United States$0.974B221
Cascade Financial Partners, LLCUnited States$0.970B266
Steigerwald, Gordon & Koch Inc.United States$0.974B782
LIBERTY ONE INVESTMENT MANAGEMENT, LLCUnited States$0.970B217
Parkman Healthcare Partners LLCUnited States$0.970B90
Abu Dhabi Investment Council Co P.J.S.CUnited Arab Emirates$0.975B25