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Glass Jacobson Investment Advisors llc: FPE position timeline

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

Glass Jacobson Investment Advisors llc held 407,228 FPE 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 407,228 shares
    Change vs previous 13F +4,003 shares

    2.27% of the 13F portfolio, value $7,281,232.

    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 403,225 shares
    Change vs previous 13F +784 shares

    2.47% of the 13F portfolio, value $7,157,246.

    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 402,441 shares
    Change vs previous 13F +13,117 shares

    2.64% of the 13F portfolio, value $7,332,483.

    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 389,324 shares
    Change vs previous 13F +30,237 shares

    2.57% of the 13F portfolio, value $7,101,263.

    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 359,087 shares
    Change vs previous 13F +14,247 shares

    2.46% of the 13F portfolio, value $6,391,741.

    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 344,840 shares
    Change vs previous 13F 0 shares

    2% of the 13F portfolio, value $6,103,666.

    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 344,840 shares
    Change vs previous 13F +11,746 shares

    2% of the 13F portfolio, value $6,103,666.

    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 333,094 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $6,029,008.

    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).