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Glass Jacobson Investment Advisors llc: DFLV position timeline

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

Glass Jacobson Investment Advisors llc held 121,175 DFLV 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 121,175 shares
    Change vs previous 13F +7,855 shares

    1.49% of the 13F portfolio, value $4,791,253.

    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 113,320 shares
    Change vs previous 13F +14,604 shares

    1.4% of the 13F portfolio, value $4,046,653.

    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 98,716 shares
    Change vs previous 13F +9,159 shares

    1.21% of the 13F portfolio, value $3,377,088.

    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 89,557 shares
    Change vs previous 13F -672 shares

    1.07% of the 13F portfolio, value $2,946,417.

    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 90,229 shares
    Change vs previous 13F -1,428 shares

    1.08% of the 13F portfolio, value $2,798,903.

    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 91,657 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $2,752,462.

    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 91,657 shares
    Change vs previous 13F -4,962 shares

    0.9% of the 13F portfolio, value $2,752,462.

    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 96,619 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,976,835.

    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).