Glass Jacobson Investment Advisors llc quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Glass Jacobson Investment Advisors llc opened 29 positions, added to 41, reduced 23, sold out of 13 and left 153 unchanged. The largest increase in value was MU (+$473,399); the largest decrease was GLD (-$451,628).
- ESLT: Country of operation —; Class ORD; Shares 2026-03-31 403; Shares 2026-06-30 0.
- AEM: Country of operation —; Class COM; Shares 2026-03-31 1,375; Shares 2026-06-30 0.
- PKST: Country of operation United States; Class COMMON SHARES; Shares 2026-03-31 13,214; Shares 2026-06-30 0.
- WDC: Country of operation United States; Class COM; Shares 2026-03-31 697; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1964394): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-30). 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; share change is the position change.
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