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Disclosery

Glassman Wealth Services: DFSI position timeline

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

Glassman Wealth Services held 15,370 DFSI 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 15,370 shares
    Change vs previous 13F +2,823 shares

    0.08% of the 13F portfolio, value $693,209.

    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 12,547 shares
    Change vs previous 13F +949 shares

    0.07% of the 13F portfolio, value $531,978.

    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 11,598 shares
    Change vs previous 13F -228 shares

    0.07% of the 13F portfolio, value $496,895.

    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 11,826 shares
    Change vs previous 13F +2,716 shares

    0.07% of the 13F portfolio, value $484,282.

    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 9,110 shares
    Change vs previous 13F +5,088 shares

    0.05% of the 13F portfolio, value $359,021.

    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 4,022 shares
    Change vs previous 13F +818 shares

    0.02% of the 13F portfolio, value $140,329.

    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 3,204 shares
    Change vs previous 13F +217 shares

    0.02% of the 13F portfolio, value $105,247.

    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 2,987 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $106,757.

    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).