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Manager record

Jackson, Grant Investment Advisers, Inc.

Stamford, CT · CIK 1650300 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$322.02MReported 13F valueQ2 2026 · as filed
421Holdings listed
+7.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 31Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $272.3M$272.3MQ2 2025385 holdingsQ3 2025: $299.4M$299.4MQ3 2025413 holdingsQ4 2025: $303.7M$303.7MQ4 2025395 holdingsQ1 2026: $299.5M$299.5MQ1 2026398 holdingsQ2 2026: $322.0M$322.0MQ2 2026421 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 31 2026 13F-HR · period Q2 2026

$322.02M · 421 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$299.51M · 398 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$303.72M · 395 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$299.43M · 413 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$272.34M · 385 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 31, 2026 · Change methodology