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Glass Jacobson Investment Advisors llc: DFIP position timeline

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

Glass Jacobson Investment Advisors llc held 10,453 DFIP 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 10,453 shares
    Change vs previous 13F +198 shares

    0.13% of the 13F portfolio, value $431,234.

    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 10,255 shares
    Change vs previous 13F +65 shares

    0.15% of the 13F portfolio, value $427,858.

    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 10,190 shares
    Change vs previous 13F +218 shares

    0.15% of the 13F portfolio, value $423,465.

    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 9,972 shares
    Change vs previous 13F +564 shares

    0.15% of the 13F portfolio, value $421,138.

    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 9,408 shares
    Change vs previous 13F +238 shares

    0.15% of the 13F portfolio, value $393,349.

    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 9,170 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $371,302.

    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 9,170 shares
    Change vs previous 13F +622 shares

    0.12% of the 13F portfolio, value $371,302.

    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 8,548 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $361,398.

    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).