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Jacobi Capital Management LLC: IWM position timeline

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

Jacobi Capital Management LLC held 95,958 IWM 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 95,958 shares
    Change vs previous 13F +8,253 shares

    1.41% of the 13F portfolio, value $28,830,614.

    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 87,705 shares
    Change vs previous 13F +6,186 shares

    1.22% of the 13F portfolio, value $21,750,831.

    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 81,519 shares
    Change vs previous 13F +10,574 shares

    1.16% of the 13F portfolio, value $20,066,778.

    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 70,945 shares
    Change vs previous 13F -1,222 shares

    1.05% of the 13F portfolio, value $17,165,770.

    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 72,167 shares
    Change vs previous 13F +3,342 shares

    1.03% of the 13F portfolio, value $15,572,857.

    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 68,825 shares
    Change vs previous 13F +4,457 shares

    1.01% of the 13F portfolio, value $13,729,958.

    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 64,368 shares
    Change vs previous 13F -76 shares

    1.06% of the 13F portfolio, value $14,222,708.

    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 64,444 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $14,234,972.

    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).