Glass Jacobson Investment Advisors LLC has filed its latest 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing is crucial as it provides a snapshot of the firm’s investment strategies and positions, which can influence trends within the investment advisory sector.
Background
Glass Jacobson Investment Advisors LLC is an institutional investment manager based in Owings Mills, Maryland. The firm specializes in providing investment advisory services and has been active in filing various reports with the SEC. Its recent filings include several 13F-HR reports, with the latest submission dated October 26, 2026. The firm’s CIK number is 0001964394.
What the Filing Says
The filing, dated October 26, 2026, does not provide specific details about the holdings or investment strategies. However, it indicates that the report was accepted on the same day, reaffirming the firm’s compliance with SEC regulations.
Impact
This filing may impact various stakeholders, including investors, market analysts, and competitors within the investment advisory industry. By reviewing Glass Jacobson's reported holdings, other firms may adjust their strategies or seek to understand market trends better.
What's Next
The filing does not say what happens next.
Filing Details
The filing was submitted on October 26, 2026, and accepted by the SEC on the same day at 10:12:44 AM. The report covers the period ending September 30, 2026. It includes two documents, with one being the primary report in both HTML and XML formats, and the other being the information table detailing the holdings.
Contact Information
Glass Jacobson Investment Advisors LLC is located at 10711 Red Run Blvd, Suite 101, Owings Mills, MD 21117. The firm can be reached at the phone number 410-356-1000. This information is crucial for stakeholders who may wish to contact the firm for further insights or inquiries regarding their investment strategies.
Company Information
The firm is registered under the Central Index Key (CIK) number 0001964394 and has an Employer Identification Number (EIN) of 522214000. Glass Jacobson is incorporated in the state of Maryland, and its fiscal year ends on December 31.
Missing Information
The filing does not include specific details about the individual securities held by Glass Jacobson Investment Advisors LLC or any commentary on the firm’s investment strategy or outlook for the future.