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Glass Jacobson Investment Advisors llc: VYM position timeline

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

Glass Jacobson Investment Advisors llc held 8,812 VYM 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 8,812 shares
    Change vs previous 13F -1,615 shares

    0.43% of the 13F portfolio, value $1,392,589.

    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 10,427 shares
    Change vs previous 13F -1,109 shares

    0.53% of the 13F portfolio, value $1,544,219.

    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 11,536 shares
    Change vs previous 13F +7 shares

    0.6% of the 13F portfolio, value $1,655,666.

    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 11,529 shares
    Change vs previous 13F -383 shares

    0.59% of the 13F portfolio, value $1,624,981.

    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 11,912 shares
    Change vs previous 13F -2,786 shares

    0.61% of the 13F portfolio, value $1,588,033.

    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 14,698 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,875,264.

    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 14,698 shares
    Change vs previous 13F -909 shares

    0.62% of the 13F portfolio, value $1,875,264.

    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 15,607 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,000,805.

    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).