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Jacobi Capital Management LLC: IBDS position timeline

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

Jacobi Capital Management LLC held 56,668 IBDS 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 56,668 shares
    Change vs previous 13F +10,027 shares

    0.07% of the 13F portfolio, value $1,372,497.

    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 46,641 shares
    Change vs previous 13F +4,980 shares

    0.06% of the 13F portfolio, value $1,130,574.

    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 41,661 shares
    Change vs previous 13F -83,495 shares

    0.06% of the 13F portfolio, value $1,011,524.

    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 125,156 shares
    Change vs previous 13F +92,338 shares

    0.19% of the 13F portfolio, value $3,048,111.

    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 32,818 shares
    Change vs previous 13F +1,277 shares

    0.05% of the 13F portfolio, value $796,498.

    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 31,541 shares
    Change vs previous 13F +4,426 shares

    0.06% of the 13F portfolio, value $762,661.

    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 27,115 shares
    Change vs previous 13F +7,552 shares

    0.05% of the 13F portfolio, value $649,665.

    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 19,563 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $476,761.

    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).