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Glass Jacobson Investment Advisors llc: DFIV position timeline

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

Glass Jacobson Investment Advisors llc held 116,918 DFIV 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 116,918 shares
    Change vs previous 13F -2,771 shares

    1.97% of the 13F portfolio, value $6,315,900.

    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 119,689 shares
    Change vs previous 13F +6,451 shares

    2.18% of the 13F portfolio, value $6,317,198.

    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 113,238 shares
    Change vs previous 13F +2,909 shares

    2.03% of the 13F portfolio, value $5,650,586.

    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 110,329 shares
    Change vs previous 13F +37 shares

    1.84% of the 13F portfolio, value $5,088,378.

    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 110,292 shares
    Change vs previous 13F +2,928 shares

    1.82% of the 13F portfolio, value $4,723,787.

    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 107,364 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $3,809,279.

    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 107,364 shares
    Change vs previous 13F +106 shares

    1.25% of the 13F portfolio, value $3,809,279.

    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 107,258 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,084,392.

    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).