Jackson Wealth Management, LLC

SEC CIK: 0001536799
Latest filing: Aug 20, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, 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.

BR overview All 13F holders of BR Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of BR by Jackson Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−9,972−100.0%	Sold out	Holders
Q4 2022	9,972	$1.34M	0.5%	−4,218−29.7%	Reduced	Holders
Q3 2022	14,190	$2.05M	0.4%	+14,190	New	Holders