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Glass Jacobson Investment Advisors llc: BSJQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glass Jacobson Investment Advisors llc on BSJQ, newest first. How the timeline and the estimate are built.

Glass Jacobson Investment Advisors llc held 144,099 BSJQ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,099 shares
    Change vs previous 13F +947 shares

    1.03% of the 13F portfolio, value $3,307,799.

    13F-HR 0001964394-26-000003 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 143,152 shares
    Change vs previous 13F +6,197 shares

    1.14% of the 13F portfolio, value $3,317,550.

    13F-HR 0001964394-26-000002 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 136,955 shares
    Change vs previous 13F +15,400 shares

    1.15% of the 13F portfolio, value $3,196,538.

    13F-HR 0001964394-26-000001 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 121,555 shares
    Change vs previous 13F +15,326 shares

    1.03% of the 13F portfolio, value $2,844,998.

    13F-HR 0001964394-25-000005 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 106,229 shares
    Change vs previous 13F +30,889 shares

    0.95% of the 13F portfolio, value $2,478,334.

    13F-HR 0001964394-25-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 75,340 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,753,546.

    13F-HR 0001964394-25-000002 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 75,340 shares
    Change vs previous 13F +38,048 shares

    0.58% of the 13F portfolio, value $1,753,546.

    13F-HR 0001964394-25-000001 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,292 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $874,681.

    13F-HR 0001964394-24-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).