Jacobi Capital Management LLC: PFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on PFG, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 6,438 PFG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 6,438 sharesChange vs previous 13F -152 shares
0.03% of the 13F portfolio, value $693,854.
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 6,590 sharesChange vs previous 13F -572 shares
0.03% of the 13F portfolio, value $593,853.
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 7,162 sharesChange vs previous 13F +47 shares
0.04% of the 13F portfolio, value $631,769.
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 7,115 sharesChange vs previous 13F +170 shares
0.04% of the 13F portfolio, value $589,930.
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 6,945 sharesChange vs previous 13F +671 shares
0.04% of the 13F portfolio, value $551,675.
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 6,274 sharesChange vs previous 13F +15 shares
0.04% of the 13F portfolio, value $529,369.
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 6,259 sharesChange vs previous 13F +74 shares
0.04% of the 13F portfolio, value $484,538.
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 6,185 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $531,274.
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).