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Glass Jacobson Investment Advisors llc: DFEV position timeline

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

Glass Jacobson Investment Advisors llc held 83,399 DFEV 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 83,399 shares
    Change vs previous 13F +2,377 shares

    1.11% of the 13F portfolio, value $3,558,409.

    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 81,022 shares
    Change vs previous 13F -1,281 shares

    1% of the 13F portfolio, value $2,898,983.

    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 82,303 shares
    Change vs previous 13F -1,974 shares

    1% of the 13F portfolio, value $2,776,890.

    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 84,277 shares
    Change vs previous 13F -332 shares

    0.97% of the 13F portfolio, value $2,687,608.

    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 84,609 shares
    Change vs previous 13F +8,688 shares

    0.98% of the 13F portfolio, value $2,537,436.

    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 75,921 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,989,884.

    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 75,921 shares
    Change vs previous 13F +5,167 shares

    0.65% of the 13F portfolio, value $1,989,884.

    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 70,754 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,013,661.

    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).