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JACOBSON & SCHMITT ADVISORS, LLC: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACOBSON & SCHMITT ADVISORS, LLC on BX, newest first. How the timeline and the estimate are built.

JACOBSON & SCHMITT ADVISORS, LLC held 84,334 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,334 shares
    Change vs previous 13F -10,216 shares

    1.62% of the 13F portfolio, value $9,923,593.

    13F-HR 0001951757-26-001002 filed by JACOBSON & SCHMITT 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 94,550 shares
    Change vs previous 13F +4,074 shares

    1.97% of the 13F portfolio, value $10,872,315.

    13F-HR 0001951757-26-000572 filed by JACOBSON & SCHMITT 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 90,476 shares
    Change vs previous 13F +12,517 shares

    2.35% of the 13F portfolio, value $13,945,985.

    13F-HR 0001951757-26-000239 filed by JACOBSON & SCHMITT 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 77,959 shares
    Change vs previous 13F -430 shares

    2.29% of the 13F portfolio, value $13,319,295.

    13F-HR 0001951757-25-001367 filed by JACOBSON & SCHMITT 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 78,389 shares
    Change vs previous 13F +1,512 shares

    2.08% of the 13F portfolio, value $11,725,458.

    13F-HR 0001951757-25-001034 filed by JACOBSON & SCHMITT 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 76,877 shares
    Change vs previous 13F +95 shares

    2.2% of the 13F portfolio, value $10,745,853.

    13F-HR 0001951757-25-000495 filed by JACOBSON & SCHMITT 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 76,782 shares
    Change vs previous 13F -6,408 shares

    2.56% of the 13F portfolio, value $13,238,787.

    13F-HR 0001951757-25-000166 filed by JACOBSON & SCHMITT 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 83,190 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $12,738,853.

    13F-HR 0001951757-24-001135 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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