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Jacobi Capital Management LLC: LQD position timeline

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

Jacobi Capital Management LLC held 30,546 LQD 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 30,546 shares
    Change vs previous 13F +1,862 shares

    0.16% of the 13F portfolio, value $3,331,631.

    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 28,684 shares
    Change vs previous 13F +354 shares

    0.17% of the 13F portfolio, value $3,126,328.

    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 28,330 shares
    Change vs previous 13F +2,536 shares

    0.18% of the 13F portfolio, value $3,121,677.

    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 25,794 shares
    Change vs previous 13F +991 shares

    0.18% of the 13F portfolio, value $2,875,227.

    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 24,803 shares
    Change vs previous 13F +953 shares

    0.18% of the 13F portfolio, value $2,718,672.

    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 23,850 shares
    Change vs previous 13F +1,933 shares

    0.19% of the 13F portfolio, value $2,592,295.

    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 21,917 shares
    Change vs previous 13F +754 shares

    0.17% of the 13F portfolio, value $2,341,576.

    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 21,163 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,390,941.

    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).