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Livermore
Livermore
ZHEN

Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
1,339
Value
$459.0K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of V by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,339$459.0K0.3%−12,960−90.6%ReducedHolders
Q1 202614,299$4.32M0.4%−101−0.7%ReducedHolders
Q4 202514,400$5.05M0.5%+299+2.1%AddedHolders
Q3 202514,101$4.81M0.5%+161+1.2%AddedHolders
Q2 202513,940$4.95M0.5%−343−2.4%ReducedHolders
Q1 202514,283$5.01M0.6%−316−2.2%ReducedHolders
Q4 202414,599$4.61M0.5%+87+0.6%AddedHolders
Q3 202414,512$3.99M0.5%+5,308+57.7%AddedHolders
Q2 20249,204$2.42M0.5%−4,962−35.0%ReducedHolders
Q1 202414,166$3.95M0.5%+1,196+9.2%AddedHolders
Q4 202312,970$3.38M0.4%+333+2.6%AddedHolders
Q3 202312,637$2.91M0.4%+312+2.5%AddedHolders
Q2 202312,325$2.93M0.4%+268+2.2%AddedHolders
Q1 202312,057$2.72M2.0%+12,057NewHolders
Q4 20220$00.0%−14,663−100.0%Sold outHolders
Q3 202214,663$2.60M0.5%−10−0.1%ReducedHolders
Q2 202214,673$2.89M1.3%−25,130−63.1%ReducedHolders
Q1 202239,803$8.83M1.2%−2,746−6.5%ReducedHolders
Q4 202142,549$9.22M1.2%+730+1.7%AddedHolders
Q3 202141,819$111.0K1.3%−558,181−93.0%ReducedHolders
Q2 2021600,000$7.00K<0.1%+560,874+1,433.5%AddedHolders
Q1 202139,126$8.28M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.