Amerfundaafund shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Amerfundaafund shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Amerfundaafund
Tip: Access up to 7 years of quarterly data
All positions including Amerfundaafund held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Amerfundaafund by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 70k | 3.41 |
| 2025-06-30 | $231k | 71k | 3.27 |
| 2025-03-31 | $220k | 73k | 3.02 |
| 2024-12-31 | $227k | 74k | 3.06 |
| 2024-09-30 | $229k | 76k | 3.03 |
| 2024-03-31 | $225k | 79k | 2.83 |
| 2023-12-31 | $215k | 81k | 2.66 |
| 2023-09-30 | $201k | 83k | 2.44 |
| 2023-03-31 | $210k | 87k | 2.41 |