No buy transactions available for this period
No sell transactions available for this period
Dean, Jacobson Financial Services, LLC filed its 13F report for Q3 2025 on December 09, 2025. The portfolio totaled 137.63 M reflecting a +6.43% change from the prior quarter, spanning 16 assets. The top 10 holdings comprised 98.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 3 complete exits.
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Dean Jacobson Financial Services submitted their Form 13F-HR for the Q3 2025 period on December 09, 2025. This was the only submission for the quarter.
In the Q3 2025 filing, Dean Jacobson Financial Services reported a managed portfolio value of 137.63 M, consisting of 16 individual positions.
This page displays the raw filing documents. To see which stocks Dean Jacobson Financial Services bought or sold during Q3 2025, please visit Dean Jacobson Financial Services's Portfolio Analysis page.