Jacobi Capital Management LLC: BRK-B position timeline

Jacobi Capital Management LLC held 203,293 BRK-B 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 203,293 shares

   Change vs previous 13F +12,562 shares

   4.98% of the 13F portfolio, value $101,725,807.

   13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 190,731 shares

   Change vs previous 13F +11,454 shares

   5.11% of the 13F portfolio, value $91,398,293.

   13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 179,277 shares

   Change vs previous 13F +2,609 shares

   5.22% of the 13F portfolio, value $90,113,607.

   13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 176,668 shares

   Change vs previous 13F +5,460 shares

   5.41% of the 13F portfolio, value $88,818,071.

   13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 171,208 shares

   Change vs previous 13F +6,429 shares

   5.52% of the 13F portfolio, value $83,167,725.

   13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 164,779 shares

   Change vs previous 13F -2,631 shares

   6.47% of the 13F portfolio, value $87,758,011.

   13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
   Filed 2025-05-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 167,410 shares

   Change vs previous 13F -82 shares

   5.67% of the 13F portfolio, value $75,883,604.

   13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 167,492 shares

   Change vs previous 13F not available

   5.83% of the 13F portfolio, value $77,089,881.

   13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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