Number of Shares
4,395
Previous 3,076 42.88%
Holding current value
$210 Million
Previous $129 Million 62.97%
% of portfolio
0.08%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
N/A
1,319 Added 42.88%
4,395 $210 Million
Q4 2024

Feb 13, 2025

BUY
N/A
3,076 New
3,076 $129 Million
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.