Jacobi Capital Management LLC: HRI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on HRI, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 2,086 HRI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 2,086 sharesChange vs previous 13F -230 shares
0.01% of the 13F portfolio, value $299,033.
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 2,316 sharesChange vs previous 13F -142 shares
0.01% of the 13F portfolio, value $230,589.
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 2,458 sharesChange vs previous 13F -108 shares
0.02% of the 13F portfolio, value $364,789.
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 2,566 sharesChange vs previous 13F -158 shares
0.02% of the 13F portfolio, value $299,341.
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 2,724 sharesChange vs previous 13F +7 shares
0.02% of the 13F portfolio, value $358,735.
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 2,717 sharesChange vs previous 13F +379 shares
0.03% of the 13F portfolio, value $364,764.
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 2,338 sharesChange vs previous 13F +508 shares
0.03% of the 13F portfolio, value $442,649.
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 1,830 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $291,821.
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).