Skip to content
Disclosery

Glass Jacobson Investment Advisors llc: IWD position timeline

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

Glass Jacobson Investment Advisors llc held 9,947 IWD 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 9,947 shares
    Change vs previous 13F +206 shares

    0.75% of the 13F portfolio, value $2,411,440.

    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 9,741 shares
    Change vs previous 13F -23 shares

    0.72% of the 13F portfolio, value $2,081,319.

    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 9,764 shares
    Change vs previous 13F +2 shares

    0.74% of the 13F portfolio, value $2,053,754.

    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 9,762 shares
    Change vs previous 13F +445 shares

    0.72% of the 13F portfolio, value $1,987,376.

    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 9,317 shares
    Change vs previous 13F -488 shares

    0.7% of the 13F portfolio, value $1,809,553.

    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 9,805 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,815,284.

    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 9,805 shares
    Change vs previous 13F +1,114 shares

    0.6% of the 13F portfolio, value $1,815,284.

    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 8,691 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,649,547.

    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).