Jackson Wealth Management »

Legg Mason Glbl Asset Mgmt Cap Val Cl A mutual fund shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Legg Mason Glbl Asset Mgmt Cap Val Cl A mutual fund (LGVAX) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Legg Mason Glbl Asset Mgmt Cap Val Cl A mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Legg Mason Glbl Asset Mgmt Cap Val Cl A mutual fund held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Legg Mason Glbl Asset Mgmt Cap Val Cl A mutual fund by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $392k 4.0k 97.10
2025-03-31 $378k 4.0k 93.63
2024-12-31 $381k 4.0k 94.38

Top funds holding Legg Mason Glbl Asset Mgmt Cap Val Cl A mutual fund