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Jacobi Capital Management LLC: PWR position timeline

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

Jacobi Capital Management LLC held 10,658 PWR 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 10,658 shares
    Change vs previous 13F +172 shares

    0.38% of the 13F portfolio, value $7,674,202.

    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 10,486 shares
    Change vs previous 13F +78 shares

    0.32% of the 13F portfolio, value $5,756,962.

    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 10,408 shares
    Change vs previous 13F -9 shares

    0.25% of the 13F portfolio, value $4,392,915.

    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 10,417 shares
    Change vs previous 13F -668 shares

    0.26% of the 13F portfolio, value $4,317,065.

    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 11,085 shares
    Change vs previous 13F -246 shares

    0.28% of the 13F portfolio, value $4,190,995.

    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 11,331 shares
    Change vs previous 13F +198 shares

    0.21% of the 13F portfolio, value $2,880,050.

    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 11,133 shares
    Change vs previous 13F -275 shares

    0.26% of the 13F portfolio, value $3,518,445.

    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 11,408 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,401,390.

    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).