Position in OC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,907
+$609 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#645
of 685 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $111,733 across 4 Building Products & Equipment names. OC ranks #4 (1.7% of the industry book) .
All Filings in OC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,907 | 12 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,298 | 12 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,342 | 12 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,697 | 12 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,650 | 12 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,713 | 12 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,043 | 12 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,118 | 12 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,084 | 12 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,001 | 12 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,778 | 12 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,636 | 12 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,566 | 12 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,149 | 12 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||