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Glass Wealth Management Co LLC: CFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glass Wealth Management Co LLC on CFR, newest first. How the timeline and the estimate are built.

Glass Wealth Management Co LLC held 33,838 CFR 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 33,838 shares
    Change vs previous 13F +882 shares

    1.75% of the 13F portfolio, value $5,228,648.

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co 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 32,956 shares
    Change vs previous 13F +20 shares

    1.75% of the 13F portfolio, value $4,517,608.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 32,936 shares
    Change vs previous 13F -585 shares

    1.71% of the 13F portfolio, value $4,170,686.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 33,521 shares
    Change vs previous 13F +42 shares

    1.89% of the 13F portfolio, value $4,249,457.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 33,479 shares
    Change vs previous 13F -200 shares

    2.29% of the 13F portfolio, value $4,303,391.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 33,679 shares
    Change vs previous 13F -1,715 shares

    2.53% of the 13F portfolio, value $4,216,611.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 35,394 shares
    Change vs previous 13F +170 shares

    2.58% of the 13F portfolio, value $4,751,645.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co 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 35,224 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $3,940,157.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).