Skip to content
Disclosery

Jacobi Capital Management LLC: MSFT position timeline

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

Jacobi Capital Management LLC held 58,910 MSFT 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 58,910 shares
    Change vs previous 13F +1,190 shares

    1.07% of the 13F portfolio, value $21,974,365.

    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 57,720 shares
    Change vs previous 13F +5,245 shares

    1.19% of the 13F portfolio, value $21,366,039.

    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 52,475 shares
    Change vs previous 13F +1,889 shares

    1.47% of the 13F portfolio, value $25,377,987.

    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 50,586 shares
    Change vs previous 13F +2,553 shares

    1.6% of the 13F portfolio, value $26,201,379.

    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 48,033 shares
    Change vs previous 13F +1,303 shares

    1.59% of the 13F portfolio, value $23,891,732.

    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 46,730 shares
    Change vs previous 13F +1,076 shares

    1.29% of the 13F portfolio, value $17,542,129.

    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 45,654 shares
    Change vs previous 13F -531 shares

    1.44% of the 13F portfolio, value $19,243,334.

    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 46,185 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $19,873,133.

    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).