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, XOM, FSK, AAPL, FSCO, and represent 100.00% of Dean, Jacobson Financial Services's stock portfolio.
- Added to shares of these 3 stocks: FSCO, AAPL, FSK.
- Started 1 new stock positions in FSCO.
- Dean, Jacobson Financial Services was a net buyer of stock by $154k.
- Dean, Jacobson Financial Services has $1.6M in assets under management (AUM), dropping by 30.01%.
- Central Index Key (CIK): 0001869456
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Portfolio Holdings for Dean, Jacobson Financial Services
Dean, Jacobson Financial Services holds 5 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 42.3 | $692k | 295.00 | 2344.23 | ||
| Exxon Mobil Corporation (XOM) | 18.5 | $303k | 2.7k | 110.30 | ||
| Fs Kkr Capital Corp (FSK) | 16.2 | $266k | +2% | 15k | 17.50 | |
| Apple (AAPL) | 15.0 | $246k | +7% | 1.9k | 129.93 | |
| Fs Credit Opportunities Corp Common Stock (FSCO) | 8.0 | $131k | NEW | 28k | 4.71 |
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 Q4 filed Jan. 24, 2023
- Dean, Jacobson Financial Services 2022 Q3 filed Oct. 14, 2022
- 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