Dean, Jacobson Financial Services
Latest statistics and disclosures from Dean, Jacobson Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPL, FSK, AAPL, XOM, and represent 100.00% of Dean, Jacobson Financial Services's stock portfolio.
- Added to shares of these 1 stocks: FSK.
- Reduced shares in these 3 stocks: XLRE (-$21M), , AAPL.
- Sold out of its positions in SPY, XLRE.
- Dean, Jacobson Financial Services was a net seller of stock by $-22M.
- Dean, Jacobson Financial Services has $1.2M in assets under management (AUM), dropping by -94.77%.
- Central Index Key (CIK): 0001869456
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Portfolio Holdings for Dean, Jacobson Financial Services
Dean, Jacobson Financial Services holds 4 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 36.7 | $439k | 295.00 | 1488.14 | ||
| Fs Kkr Capital Corp (FSK) | 23.4 | $280k | 14k | 19.41 | ||
| Apple (AAPL) | 20.2 | $241k | 1.8k | 136.62 | ||
| Exxon Mobil Corporation (XOM) | 19.7 | $235k | 2.7k | 85.55 |
Past Filings by Dean, Jacobson Financial Services
SEC 13F filings are viewable for Dean, Jacobson Financial Services going back to 2021
- Dean, Jacobson Financial Services 2022 Q2 filed Aug. 4, 2022
- Dean, Jacobson Financial Services 2022 Q1 filed May 2, 2022
- Dean, Jacobson Financial Services 2021 Q4 restated filed Feb. 16, 2022
- Dean, Jacobson Financial Services 2021 Q4 filed Feb. 15, 2022