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Jacobi Capital Management LLC: BSMW position timeline

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

Jacobi Capital Management LLC held 39,186 BSMW 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 39,186 shares
    Change vs previous 13F +22,300 shares

    0.05% of the 13F portfolio, value $985,129.

    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 16,886 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $419,674.

    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 16,886 shares
    Change vs previous 13F +2,900 shares

    0.02% of the 13F portfolio, value $424,000.

    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 13,986 shares
    Change vs previous 13F +2,400 shares

    0.02% of the 13F portfolio, value $349,293.

    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 11,586 shares
    Change vs previous 13F +2,483 shares

    0.02% of the 13F portfolio, value $283,619.

    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 9,103 shares
    Change vs previous 13F -1,229 shares

    0.02% of the 13F portfolio, value $223,927.

    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 10,332 shares
    Change vs previous 13F +550 shares

    0.02% of the 13F portfolio, value $259,224.

    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 9,782 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,705.

    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).