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Jacobi Capital Management LLC: BUFD position timeline

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

Jacobi Capital Management LLC held 255,285 BUFD 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 255,285 shares
    Change vs previous 13F +28,113 shares

    0.37% of the 13F portfolio, value $7,587,070.

    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 227,172 shares
    Change vs previous 13F +29,426 shares

    0.36% of the 13F portfolio, value $6,360,816.

    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 197,746 shares
    Change vs previous 13F -3,687 shares

    0.32% of the 13F portfolio, value $5,584,348.

    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 201,433 shares
    Change vs previous 13F +1,070 shares

    0.34% of the 13F portfolio, value $5,567,596.

    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 200,363 shares
    Change vs previous 13F +14,399 shares

    0.35% of the 13F portfolio, value $5,321,642.

    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 185,964 shares
    Change vs previous 13F +9,164 shares

    0.34% of the 13F portfolio, value $4,639,813.

    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 176,800 shares
    Change vs previous 13F +50,315 shares

    0.34% of the 13F portfolio, value $4,511,938.

    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 126,485 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,167,183.

    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).