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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

  1. period ended2026-06-30
    13F 6,438 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,590 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,162 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,115 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,945 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,274 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,259 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,185 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).