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Glass Jacobson Investment Advisors llc: DFIS position timeline

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

Glass Jacobson Investment Advisors llc held 54,615 DFIS 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 54,615 shares
    Change vs previous 13F -939 shares

    0.6% of the 13F portfolio, value $1,913,150.

    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 55,554 shares
    Change vs previous 13F -382 shares

    0.65% of the 13F portfolio, value $1,870,488.

    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 55,936 shares
    Change vs previous 13F -638 shares

    0.66% of the 13F portfolio, value $1,842,548.

    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 56,574 shares
    Change vs previous 13F -4,618 shares

    0.65% of the 13F portfolio, value $1,789,427.

    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 61,192 shares
    Change vs previous 13F -2,852 shares

    0.7% of the 13F portfolio, value $1,825,959.

    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 64,044 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,572,591.

    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 64,044 shares
    Change vs previous 13F -5,709 shares

    0.52% of the 13F portfolio, value $1,572,591.

    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 69,753 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,871,486.

    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).