Current Market Value 652,851,753
Current Holdings 182
Most Recent File Date 2025-08-08
Total Filings on Record 45
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Glassman Wealth Services . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 182 652,852
2025-05-08 2025-03-31 13F-HR 211 597,616
2025-02-05 2024-12-31 13F-HR 175 594,235
2024-11-12 2024-09-30 13F-HR 181 586,564
2024-08-06 2024-06-30 13F-HR 192 542,460
2024-05-03 2024-03-31 13F-HR 204 495,037
2024-02-12 2023-12-31 13F-HR 1956 706,430
2023-11-14 2023-09-30 13F-HR 1988 619,199
2023-08-08 2023-06-30 13F-HR 1903 620,276
2023-05-04 2023-03-31 13F-HR 1891 575,649
2023-02-06 2022-12-31 13F-HR 1908 542,593
2022-11-09 2022-09-30 13F-HR 1921 470,691
2022-08-04 2022-06-30 13F-HR 1956 485,865
2022-08-23 2022-03-31 13F-HR/A 1 R 1825 548,476
2022-04-14 2022-03-31 13F-HR 1694 511,422
2022-02-14 2021-12-31 13F-HR 1840 544,118
2021-11-10 2021-09-30 13F-HR 1836 474,885
2021-08-04 2021-06-30 13F-HR 1673 477,988
2021-05-05 2021-03-31 13F-HR 1642 468,146
2021-02-04 2020-12-31 13F-HR 1500 433,366
2020-11-09 2020-09-30 13F-HR 1523 363,081
2020-08-06 2020-06-30 13F-HR 1435 321,684
2020-05-12 2020-03-31 13F-HR 1435 259,248
2020-02-07 2019-12-31 13F-HR 1581 263,708
2019-11-01 2019-09-30 13F-HR 1403 248,011
2019-08-08 2019-06-30 13F-HR 1455 247,619
2019-05-10 2019-03-31 13F-HR 1256 229,837
2019-02-06 2018-12-31 13F-HR 965 185,882
2018-11-13 2018-09-30 13F-HR 1003 217,927
2018-08-08 2018-06-30 13F-HR 978 201,108
2018-04-30 2018-03-31 13F-HR 948 161,953
2018-02-06 2017-12-31 13F-HR 863 164,491
2017-11-13 2017-09-30 13F-HR 623 153,782
2017-08-09 2017-06-30 13F-HR 629 151,650
2017-05-11 2017-03-31 13F-HR 666 144,575
2017-02-14 2016-12-31 13F-HR 665 141,326
2016-11-14 2016-09-30 13F-HR 563 119,828
2016-08-09 2016-06-30 13F-HR 445 116,753
2016-05-13 2016-03-31 13F-HR 438 109,790
2016-02-04 2015-12-31 13F-HR 431 110,543
2015-11-06 2015-09-30 13F-HR 425 111,201
2015-08-17 2015-06-30 13F-HR/A 1 R 437 124,014
2015-07-28 2015-06-30 13F-HR 437 124,013
2015-05-15 2015-03-31 13F-HR 434 124,526
2015-05-15 2014-12-31 13F-HR 487 137,902