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Jacobi Capital Management LLC: BSMQ position timeline

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

Jacobi Capital Management LLC held 41,826 BSMQ 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 41,826 shares
    Change vs previous 13F +23,700 shares

    0.05% of the 13F portfolio, value $984,788.

    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 18,126 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $428,221.

    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 18,126 shares
    Change vs previous 13F +3,300 shares

    0.02% of the 13F portfolio, value $428,584.

    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 14,826 shares
    Change vs previous 13F +2,650 shares

    0.02% of the 13F portfolio, value $350,258.

    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 12,176 shares
    Change vs previous 13F +2,400 shares

    0.02% of the 13F portfolio, value $286,861.

    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 9,776 shares
    Change vs previous 13F -1,332 shares

    0.02% of the 13F portfolio, value $230,806.

    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 11,108 shares
    Change vs previous 13F +550 shares

    0.02% of the 13F portfolio, value $261,810.

    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 10,558 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,642.

    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).