Glass Jacobson Investment Advisors llc historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Glass Jacobson Investment Advisors llc opened 228 positions, added to 401, reduced 373 and sold out of 293.
- Q2 2026: Stock ESLT; Country of operation —; Class ORD; Shares before 403.
- Q2 2026: Stock AEM; Country of operation —; Class COM; Shares before 1,375.
- Q2 2026: Stock PKST; Country of operation United States; Class COMMON SHARES; Shares before 13,214.
- Q2 2026: Stock WDC; Country of operation United States; Class COM; Shares before 697.
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.
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