Jacobi Capital Management LLC: BX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on BX, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 13,285 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 13,285 sharesChange vs previous 13F +176 shares
0.08% of the 13F portfolio, value $1,563,241.
13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,109 sharesChange vs previous 13F +1,146 shares
0.08% of the 13F portfolio, value $1,507,445.
13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,963 sharesChange vs previous 13F +1,294 shares
0.11% of the 13F portfolio, value $1,844,037.
13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,669 sharesChange vs previous 13F +446 shares
0.11% of the 13F portfolio, value $1,822,809.
13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,223 sharesChange vs previous 13F +736 shares
0.1% of the 13F portfolio, value $1,529,183.
13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,487 sharesChange vs previous 13F +437 shares
0.1% of the 13F portfolio, value $1,326,071.
13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,050 sharesChange vs previous 13F -82 shares
0.12% of the 13F portfolio, value $1,560,428.
13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,132 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,398,382.
13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).