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Manager record

Dean, Jacobson Financial Services, LLC

Fort Worth, TX · CIK 1869456 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$181.72MReported 13F valueQ2 2026 · as filed
22Holdings listed
+11.6%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $129.3M$129.3MQ2 202515 holdingsQ3 2025: $137.6M$137.6MQ3 202516 holdingsQ4 2025: $157.6M$157.6MQ4 202518 holdingsQ1 2026: $162.8M$162.8MQ1 202621 holdingsQ2 2026: $181.7M$181.7MQ2 202622 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$181.72M · 22 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$162.77M · 21 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$157.62M · 18 holdings listed · View original SEC filing ↗
Dec 09 2025 13F-HR · period Q3 2025

$137.63M · 16 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$129.32M · 15 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology