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Jacobi Capital Management LLC: CBU position timeline

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

Jacobi Capital Management LLC held 62,978 CBU 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 62,978 shares
    Change vs previous 13F +70 shares

    0.21% of the 13F portfolio, value $4,227,057.

    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 62,908 shares
    Change vs previous 13F -6,881 shares

    0.21% of the 13F portfolio, value $3,689,576.

    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 69,789 shares
    Change vs previous 13F -301 shares

    0.23% of the 13F portfolio, value $4,008,676.

    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 70,090 shares
    Change vs previous 13F -135,913 shares

    0.25% of the 13F portfolio, value $4,110,055.

    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 206,003 shares
    Change vs previous 13F +125,853 shares

    0.78% of the 13F portfolio, value $11,715,399.

    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 80,150 shares
    Change vs previous 13F -24,467 shares

    0.34% of the 13F portfolio, value $4,557,319.

    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 104,617 shares
    Change vs previous 13F +236 shares

    0.48% of the 13F portfolio, value $6,452,773.

    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 104,381 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,061,388.

    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).