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Jacobi Capital Management LLC: CGMS position timeline

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

Jacobi Capital Management LLC held 87,259 CGMS 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 87,259 shares
    Change vs previous 13F +1,336 shares

    0.12% of the 13F portfolio, value $2,384,787.

    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 85,923 shares
    Change vs previous 13F +925 shares

    0.13% of the 13F portfolio, value $2,339,691.

    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 84,998 shares
    Change vs previous 13F +5,182 shares

    0.14% of the 13F portfolio, value $2,347,653.

    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 79,816 shares
    Change vs previous 13F +1,178 shares

    0.13% of the 13F portfolio, value $2,214,908.

    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 78,638 shares
    Change vs previous 13F +1,172 shares

    0.14% of the 13F portfolio, value $2,171,979.

    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 77,466 shares
    Change vs previous 13F +59,885 shares

    0.16% of the 13F portfolio, value $2,114,811.

    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 17,581 shares
    Change vs previous 13F -542 shares

    0.04% of the 13F portfolio, value $479,609.

    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 18,123 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $504,555.

    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).