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Jacobi Capital Management LLC: PSEP position timeline

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

Jacobi Capital Management LLC held 72,842 PSEP 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 72,842 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $3,354,374.

    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 72,842 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,136,575.

    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 72,842 shares
    Change vs previous 13F -1,600 shares

    0.18% of the 13F portfolio, value $3,184,536.

    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 74,442 shares
    Change vs previous 13F -610 shares

    0.19% of the 13F portfolio, value $3,197,285.

    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 75,052 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,068,877.

    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 75,052 shares
    Change vs previous 13F -5,348 shares

    0.21% of the 13F portfolio, value $2,882,748.

    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 80,400 shares
    Change vs previous 13F -40 shares

    0.23% of the 13F portfolio, value $3,142,458.

    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 80,440 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,099,354.

    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).