Jacobi Capital Management LLC: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on IEI, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 22,620 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 22,620 sharesChange vs previous 13F +3,124 shares
0.13% of the 13F portfolio, value $2,656,705.
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 19,496 sharesChange vs previous 13F +558 shares
0.13% of the 13F portfolio, value $2,312,273.
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 18,938 sharesChange vs previous 13F +4,018 shares
0.13% of the 13F portfolio, value $2,260,261.
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 14,920 sharesChange vs previous 13F +2,227 shares
0.11% of the 13F portfolio, value $1,783,074.
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 12,693 sharesChange vs previous 13F +881 shares
0.1% of the 13F portfolio, value $1,511,584.
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 11,812 sharesChange vs previous 13F +1,563 shares
0.1% of the 13F portfolio, value $1,395,390.
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 10,249 sharesChange vs previous 13F +911 shares
0.09% of the 13F portfolio, value $1,184,296.
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 9,338 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,116,865.
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).