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Jacobi Capital Management LLC: AMP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on AMP, newest first. How the timeline and the estimate are built.

Jacobi Capital Management LLC held 4,333 AMP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,333 shares
    Change vs previous 13F +137 shares

    0.1% of the 13F portfolio, value $1,987,945.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,196 shares
    Change vs previous 13F +187 shares

    0.1% of the 13F portfolio, value $1,864,743.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,009 shares
    Change vs previous 13F +47 shares

    0.11% of the 13F portfolio, value $1,965,636.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,962 shares
    Change vs previous 13F +103 shares

    0.12% of the 13F portfolio, value $1,946,209.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,859 shares
    Change vs previous 13F +132 shares

    0.14% of the 13F portfolio, value $2,059,756.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,727 shares
    Change vs previous 13F +175 shares

    0.13% of the 13F portfolio, value $1,804,181.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,552 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $1,891,039.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,550 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,667,683.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).