JACKSON THORNTON WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Montgomery, AL
CIK
0001903880
Alternate names
JACKSON THORNTON ASSET MANAGEMENT, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 63 756,363 DFAC, DFAT, DFUV, DFIV 13F-HR 11/13/2024 000190388024000006
Q2 2024 57 653,193 DFAC, DFAT, DFUV, DFIV RESTATEMENT 11/7/2024 000190388024000003
Q1 2024 52 589,738 DFAC, DFAT, DFUV, DFIV 13F-HR 5/15/2024 000172554724002164
Q4 2023 52 543,935 DFAT, DFAC, DFUV, DFIV 13F-HR 2/14/2024 000172554724000539
Q3 2023 45 482,702 DFAC, DFAT, DFUV, DFIV 13F-HR 11/7/2023 000172554723001740
Q2 2023 40 497,181 DFAC, DFAT, DFUV, DFIV 13F-HR 8/2/2023 000172554723000161
Q1 2023 32 442,642 DFAC, DFAT, DFUV, DFIV RESTATEMENT 8/3/2023 000172554723000162
Q4 2022 35 418,533 DFAC, DFAT, DFUV, DFIV 13F-HR 2/14/2023 000172554723000078
Q3 2022 29 367,361 DFAT, DFAC, DFUV, DFIV 13F-HR 11/1/2022 000172554722000169
Q2 2022 28 352,712 DFAC, DFAT, DFUV, DFIV 13F-HR 8/2/2022 000172554722000133
Q1 2022 25 389,247 DFAT, DFAC, DFIV, DFAX 13F-HR 5/12/2022 000172554722000094
Q4 2021 17 349,175 DFAC, DFAT, DFIV, DFAX RESTATEMENT 6/1/2022 000172554722000102
Additional filings from Jackson Thornton Wealth Management, LLC that have since been restated