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Glass Jacobson Investment Advisors llc: DFAE position timeline

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

Glass Jacobson Investment Advisors llc held 87,485 DFAE 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 87,485 shares
    Change vs previous 13F -6,924 shares

    1.1% of the 13F portfolio, value $3,517,790.

    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 94,409 shares
    Change vs previous 13F +7,994 shares

    1.1% of the 13F portfolio, value $3,196,693.

    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 86,415 shares
    Change vs previous 13F -461 shares

    1.01% of the 13F portfolio, value $2,814,526.

    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 86,876 shares
    Change vs previous 13F -5,360 shares

    0.99% of the 13F portfolio, value $2,739,197.

    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 92,236 shares
    Change vs previous 13F -24,898 shares

    1.03% of the 13F portfolio, value $2,670,242.

    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 117,134 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $2,971,683.

    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 117,134 shares
    Change vs previous 13F -890 shares

    0.98% of the 13F portfolio, value $2,971,683.

    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 118,024 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,235,026.

    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).