Glass Wealth Management Co LLC

Position in ISTR — Investar Holding Corp

CIK 2017692 SAN ANTONIO, TX

Position in ISTR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,495,093

-$320,707 QoQ

Shares Held

49,903

-25.1% QoQ

Ownership

0.362%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#34

of 120 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Glass Wealth Management Co LLC holds $10,710,186 across 3 Banks - Regional names. ISTR ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	33,838	$5,228,647
2	TFC	Truist Financial Corp	80,017	$3,986,446
3	ISTR	Investar Holding Corp This page	49,903	$1,495,093

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,495,093	49,903	-25.1%	Shares	Sole	2026-07-30
2026-03-31	$1,815,800	66,586	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.