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JACOBSON & SCHMITT ADVISORS, LLC: STIP position timeline

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

JACOBSON & SCHMITT ADVISORS, LLC held 0 STIP shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -183,820 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 183,820 shares
    Change vs previous 13F +2,503 shares

    3.35% of the 13F portfolio, value $18,916,917.

    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).

  3. period ended2025-03-31
    13F 181,317 shares
    Change vs previous 13F +6,588 shares

    3.83% of the 13F portfolio, value $18,760,870.

    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).

  4. period ended2024-12-31
    13F 174,729 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $17,577,738.

    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).