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Glass Jacobson Investment Advisors llc: DFNM position timeline

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

Glass Jacobson Investment Advisors llc held 12,278 DFNM 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 12,278 shares
    Change vs previous 13F +88 shares

    0.18% of the 13F portfolio, value $593,478.

    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 12,190 shares
    Change vs previous 13F +2,133 shares

    0.2% of the 13F portfolio, value $584,257.

    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 10,057 shares
    Change vs previous 13F +92 shares

    0.17% of the 13F portfolio, value $484,444.

    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 9,965 shares
    Change vs previous 13F +1,125 shares

    0.17% of the 13F portfolio, value $478,121.

    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 8,840 shares
    Change vs previous 13F +299 shares

    0.16% of the 13F portfolio, value $419,276.

    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 8,541 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $408,025.

    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 8,541 shares
    Change vs previous 13F +574 shares

    0.13% of the 13F portfolio, value $408,025.

    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 7,967 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $386,702.

    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).