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Glass Jacobson Investment Advisors llc: VFMV position timeline

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

Glass Jacobson Investment Advisors llc held 10,291 VFMV 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 10,291 shares
    Change vs previous 13F +148 shares

    0.45% of the 13F portfolio, value $1,434,174.

    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 10,143 shares
    Change vs previous 13F -24 shares

    0.47% of the 13F portfolio, value $1,351,336.

    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 10,167 shares
    Change vs previous 13F +263 shares

    0.48% of the 13F portfolio, value $1,325,457.

    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 9,904 shares
    Change vs previous 13F +659 shares

    0.47% of the 13F portfolio, value $1,300,536.

    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 9,245 shares
    Change vs previous 13F +961 shares

    0.46% of the 13F portfolio, value $1,185,452.

    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 8,284 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $998,279.

    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 8,284 shares
    Change vs previous 13F +6,635 shares

    0.33% of the 13F portfolio, value $998,279.

    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 1,649 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $200,500.

    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).