Glass Jacobson Investment Advisors llc historic quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Glass Jacobson Investment Advisors llc opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964394), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Powell Investment Advisors, LLC | United States | $0.290B | 174 |
| Raleigh Capital Management Inc. | United States | $0.290B | 775 |
| SAXON INTERESTS, INC. | United States | $0.290B | 224 |
| Altrafin AG | Switzerland | $0.290B | 52 |
| Friday Financial | United States | $0.290B | 93 |
| Fairfield Financial Advisors, LTD | United States | $0.290B | 74 |
| Sonoma Allocations LLC | United States | $0.290B | 145 |
| Orion Capital Management LLC | United States | $0.290B | 489 |
| Wealth Management Associates, Inc. | United States | $0.290B | 234 |
| ODonnell Financial Services, LLC | United States | $0.290B | 64 |