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Glass Jacobson Investment Advisors llc: VPU position timeline

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

Glass Jacobson Investment Advisors llc held 8,701 VPU 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 8,701 shares
    Change vs previous 13F -66 shares

    0.53% of the 13F portfolio, value $1,702,970.

    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 8,767 shares
    Change vs previous 13F +1,009 shares

    0.6% of the 13F portfolio, value $1,737,099.

    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 7,758 shares
    Change vs previous 13F -157 shares

    0.52% of the 13F portfolio, value $1,435,478.

    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 7,915 shares
    Change vs previous 13F +66 shares

    0.54% of the 13F portfolio, value $1,499,244.

    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 7,849 shares
    Change vs previous 13F -330 shares

    0.53% of the 13F portfolio, value $1,385,482.

    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 8,179 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,336,684.

    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 8,179 shares
    Change vs previous 13F +39 shares

    0.44% of the 13F portfolio, value $1,336,684.

    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 8,140 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,416,711.

    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).