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Disclosery

Glassman Wealth Services: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glassman Wealth Services on DFAX, newest first. How the timeline and the estimate are built.

Glassman Wealth Services held 2,007,568 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,007,568 shares
    Change vs previous 13F +9,813 shares

    8.86% of the 13F portfolio, value $73,958,801.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 1,997,755 shares
    Change vs previous 13F +34,830 shares

    9.23% of the 13F portfolio, value $67,863,721.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 1,962,925 shares
    Change vs previous 13F +57,600 shares

    8.67% of the 13F portfolio, value $64,246,521.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 1,905,325 shares
    Change vs previous 13F +39,596 shares

    8.4% of the 13F portfolio, value $59,789,089.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 1,865,729 shares
    Change vs previous 13F +77,094 shares

    8.39% of the 13F portfolio, value $54,796,450.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 1,788,635 shares
    Change vs previous 13F +77,687 shares

    7.84% of the 13F portfolio, value $46,862,233.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 1,710,948 shares
    Change vs previous 13F +115,083 shares

    7.16% of the 13F portfolio, value $42,534,159.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 1,595,865 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $43,104,301.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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