Glass Jacobson Investment Advisors llc

13F Filings History

Latest 13F report
Q3 2024 - Nov 15, 2024
Value $
$302M
Signature - Title
Avraham Levitan - CCO
Location
Owings Mills, MD
Summary
This page shows a list of all the recent 13F filings made by Glass Jacobson Investment Advisors llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Glass Jacobson Investment Advisors llc reported 764 stock holdings with total value $302M as of Q3 2024. Top holdings included DFAU, DFAI, FPE, VOO, and VO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 764 $302M +$17.3M -$6.2M +$11.1M DFAU, DFAI, FPE, VOO, VO 13F-HR 11/15/2024, 09:05 AM
Q2 2024 760 $275M +$16M -$6.09M +$9.92M DFAU, FPE, VOO, DFAI, VO 13F-HR 8/12/2024, 03:10 PM
Q1 2024 753 $266M +$17.7M -$9.48M +$8.22M DFAU, FPE, DFAI, VOO, VO 13F-HR 4/26/2024, 12:21 PM
Q4 2023 706 $245M +$23M -$15.5M +$7.54M DFAU, FPE, DFAI, VO, VOO 13F-HR 1/22/2024, 11:07 AM
Q3 2023 799 $218M +$13.2M -$5.74M +$7.42M DFAU, FPE, DFAI, VO, VUG 13F-HR 11/7/2023, 01:10 PM
Q2 2023 796 $218M +$21.8M -$18.6M +$3.15M DFAU, FPE, DFAI, AAPL, VUG 13F-HR 7/25/2023, 01:41 PM
Q4 2022 827 $202M $0 $0 FPE, TIP, BSJN, DFAU, VO 13F-HR 2/6/2023, 04:52 PM