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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

  1. period ended2026-06-30
    13F 13,285 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 13,109 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 11,963 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 10,669 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 10,223 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 9,487 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 9,050 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 9,132 shares
    Change 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), ingested

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