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JACOBSON & SCHMITT ADVISORS, LLC: HDB position timeline

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

JACOBSON & SCHMITT ADVISORS, LLC held 422,878 HDB 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 422,878 shares
    Change vs previous 13F -2,846 shares

    1.78% of the 13F portfolio, value $10,922,941.

    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 425,724 shares
    Change vs previous 13F +26,453 shares

    1.92% of the 13F portfolio, value $10,592,016.

    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 399,271 shares
    Change vs previous 13F +16,134 shares

    2.46% of the 13F portfolio, value $14,589,366.

    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 383,137 shares
    Change vs previous 13F +189,303 shares

    2.25% of the 13F portfolio, value $13,087,960.

    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 193,834 shares
    Change vs previous 13F +25,690 shares

    2.63% of the 13F portfolio, value $14,861,287.

    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 168,144 shares
    Change vs previous 13F +4,872 shares

    2.28% of the 13F portfolio, value $11,171,517.

    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 163,272 shares
    Change vs previous 13F +4,580 shares

    2.02% of the 13F portfolio, value $10,426,579.

    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 158,692 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $9,927,800.

    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).