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Jacobi Capital Management LLC: CGMU position timeline

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

Jacobi Capital Management LLC held 317,921 CGMU 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 317,921 shares
    Change vs previous 13F -3,243 shares

    0.43% of the 13F portfolio, value $8,733,301.

    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 321,164 shares
    Change vs previous 13F +4,165 shares

    0.49% of the 13F portfolio, value $8,719,595.

    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 316,999 shares
    Change vs previous 13F -3,826 shares

    0.5% of the 13F portfolio, value $8,679,420.

    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 320,825 shares
    Change vs previous 13F -743 shares

    0.53% of the 13F portfolio, value $8,755,317.

    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 321,568 shares
    Change vs previous 13F -12,376 shares

    0.57% of the 13F portfolio, value $8,582,644.

    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 333,944 shares
    Change vs previous 13F +33,971 shares

    0.66% of the 13F portfolio, value $8,956,362.

    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 299,973 shares
    Change vs previous 13F -9,600 shares

    0.6% of the 13F portfolio, value $8,075,273.

    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 309,573 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $8,500,877.

    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).