Filer Snapshot

Glen Eagle Advisors, LLC

CIK 0002029317. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

39

Latest filing

15 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$713.88M

1,018 holdings for Q1 2026

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Largest parsed holding

DGRW

$44.81M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0002029317.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$713.88M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$713.88M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
DGRW SPY BKAG JNJ NOBL
+15 moreNVDA RSP MSFT BUFT SPTS AAPL BALT IVV WMT AMZN AVGO BRKB QQQ V VTI

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

DGRW SPY BKAG JNJ NOBL NVDA RSP MSFT
+12 moreBUFT SPTS AAPL BALT IVV WMT AMZN AVGO BRKB QQQ V VTI
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
4422 C Route 27, Po Box 399, Kingston, NJ, 08528

Filer intelligence

What SEC filings say about Glen Eagle Advisors, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $713.88M across 1,018 reported holdings for Q1 2026.
  • Largest parsed 13F holding: DGRW at $44.81M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,018 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

Top 5 concentration

23%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$165.71M

Compared with $713.88M total 13F value.

Top 5 net change

+$11.14M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: NOBL ยท Largest trim: GLD

DGRW SPY BKAG JNJ NOBL Other holdings

DGRW

6.3%

Wisdomtree Tr

$44.81M

SPY

5%

Spdr S&P 500 Etf Tr

$36.05M

BKAG

4.2%

Bny Mellon Etf Trust

$30.23M

JNJ

3.9%

Johnson &Johnson

$27.49M

NOBL

3.8%

Proshares Tr

$27.14M

Latest update

What changed recently for Glen Eagle Advisors, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

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Benchmark Context

Benchmark context for this company

Glen Eagle Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0002029317 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
39
First seen
03 Jul 2024
Latest filing
15 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Glen Eagle Advisors, LLC SEC filings Glen Eagle Advisors, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 39 SEC filings for Glen Eagle Advisors, LLC.

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13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
18 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
15 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
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13F-HR/A

13F-HR/A filing

Filing date
14 Aug 2024
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Aug 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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