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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

AMG holding history

Affiliated Managers Group, Inc. in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMG overviewAll 13F holders of AMGFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of AMG by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,727−100.0%Sold outHolders
Q2 20232,727$409.0K0.1%+11+0.4%AddedHolders
Q1 20232,716$386.8K0.3%+2,716NewHolders