Jackson, Grant Investment Advisers, Inc.ETFConcentrated long-term

CIK: 0001650300 | STAMFORD, CT

Q1 2026 vs Q2 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	421	$322.0M	2026-07-31	SEC ↗
Q1 2026	13F-HR	398	$299.5M	2026-05-08	SEC ↗
Q4 2025	13F-HR	395	$303.7M	2026-01-27	SEC ↗
Q3 2025	13F-HR	413	$299.4M	2025-11-10	SEC ↗
Q2 2025	13F-HR	385	$272.3M	2025-07-17	SEC ↗
Q1 2025	13F-HR	380	$258.3M	2025-05-06	SEC ↗
Q4 2024	13F-HR	396	$259.9M	2025-01-27	SEC ↗
Q3 2024	13F-HR	399	$267.4M	2024-10-17	SEC ↗
Q2 2024	13F-HR	394	$247.7M	2024-07-16	SEC ↗
Q1 2024	13F-HR	392	$244.1M	2024-05-08	SEC ↗
Q4 2023	13F-HR	394	$225.7M	2024-02-01	SEC ↗
Q3 2023	13F-HR	395	$207.5M	2023-10-13	SEC ↗
Q2 2023	13F-HR	415	$215.5M	2023-08-01	SEC ↗
Q1 2023	13F-HR	462	$212.8M	2023-05-02	SEC ↗
Q4 2022	13F-HR	315	$207.0M	2023-01-26	SEC ↗
Q3 2022	13F-HR	345	$8.9M	2022-11-14	SEC ↗
Q2 2022	13F-HR	353	$8.2M	2022-08-04	SEC ↗
Q1 2022	13F-HR	351	$7.1M	2022-04-28	SEC ↗
Q4 2021	13F-HR	282	$6.5M	2022-01-24	SEC ↗
Q3 2021	13F-HR	351	$5.5M	2021-10-13	SEC ↗
Q2 2021	13F-HR	376	$5.7M	2021-07-15	SEC ↗
Q1 2021	13F-HR	364	$5.4M	2021-04-22	SEC ↗
Q4 2020	13F-HR	337	$5.2M	2021-03-03	SEC ↗
Q3 2020	13F-HR	216	$3.7M	2020-11-12	SEC ↗
Q2 2020	13F-HR	215	$4.0M	2020-08-14	SEC ↗
Q1 2020	13F-HR	216	$3.2M	2020-05-12	SEC ↗
Q4 2019	13F-HR	219	$3.8M	2020-02-05	SEC ↗
Q3 2019	13F-HR	221	$3.5M	2019-11-20	SEC ↗
Q2 2019	13F-HR	224	$3.5M	2019-08-13	SEC ↗
Q1 2019	13F-HR	222	$3.8M	2019-05-07	SEC ↗
Q4 2018	13F-HR	243	$4.1M	2019-01-23	SEC ↗
Q3 2018	13F-HR	212	$4.2M	2018-11-15	SEC ↗
Q2 2018	13F-HR	217	$4.0M	2018-08-02	SEC ↗
Q1 2018	13F-HR	210	$4.2M	2018-05-14	SEC ↗
Q4 2017	13F-HR	210	$4.3M	2018-02-01	SEC ↗
Q3 2017	13F-HR	211	$3.8M	2017-11-14	SEC ↗
Q2 2017	13F-HR	184	$2.7M	2017-08-10	SEC ↗
Q1 2017	13F-HR	177	$2.4M	2017-05-02	SEC ↗
Q4 2016	13F-HR	173	$2.3M	2017-03-08	SEC ↗
Q3 2016	13F-HR	171	$2.2M	2016-11-14	SEC ↗
Q2 2016Amended	13F-HR/A	162	$113.5K	2016-08-04	SEC ↗
Q1 2016	13F-HR	160	$1.8M	2016-08-04	SEC ↗
Q4 2015	13F-HR	198	$1.9M	2016-08-04	SEC ↗