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JACOBSON & SCHMITT ADVISORS, LLC: DHR position timeline

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

JACOBSON & SCHMITT ADVISORS, LLC held 89,144 DHR 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 89,144 shares
    Change vs previous 13F +5,088 shares

    2.77% of the 13F portfolio, value $16,980,196.

    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 84,056 shares
    Change vs previous 13F -11,161 shares

    2.89% of the 13F portfolio, value $15,937,065.

    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 95,217 shares
    Change vs previous 13F -1,126 shares

    3.67% of the 13F portfolio, value $21,797,132.

    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 96,343 shares
    Change vs previous 13F +1,609 shares

    3.28% of the 13F portfolio, value $19,100,963.

    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 94,734 shares
    Change vs previous 13F +2,628 shares

    3.32% of the 13F portfolio, value $18,713,669.

    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 92,106 shares
    Change vs previous 13F +3,115 shares

    3.86% of the 13F portfolio, value $18,881,641.

    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 88,991 shares
    Change vs previous 13F +8,489 shares

    3.95% of the 13F portfolio, value $20,427,784.

    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 80,502 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $22,381,045.

    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).