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Jacobi Capital Management LLC: PEP position timeline

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

Jacobi Capital Management LLC held 53,992 PEP 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 53,992 shares
    Change vs previous 13F +673 shares

    0.36% of the 13F portfolio, value $7,310,553.

    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 53,319 shares
    Change vs previous 13F +1,510 shares

    0.46% of the 13F portfolio, value $8,279,857.

    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 51,809 shares
    Change vs previous 13F -10,029 shares

    0.43% of the 13F portfolio, value $7,435,631.

    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 61,838 shares
    Change vs previous 13F +469 shares

    0.53% of the 13F portfolio, value $8,684,501.

    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 61,369 shares
    Change vs previous 13F +3,524 shares

    0.54% of the 13F portfolio, value $8,103,058.

    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 57,845 shares
    Change vs previous 13F +2,498 shares

    0.64% of the 13F portfolio, value $8,673,265.

    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 55,347 shares
    Change vs previous 13F -378 shares

    0.63% of the 13F portfolio, value $8,415,914.

    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 55,725 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $9,475,896.

    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).