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Jacobi Capital Management LLC: QUAL position timeline

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

Jacobi Capital Management LLC held 53,875 QUAL 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 53,875 shares
    Change vs previous 13F +899 shares

    0.58% of the 13F portfolio, value $11,821,713.

    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 52,976 shares
    Change vs previous 13F -2,224 shares

    0.57% of the 13F portfolio, value $10,161,301.

    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 55,200 shares
    Change vs previous 13F +455 shares

    0.64% of the 13F portfolio, value $10,963,809.

    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 54,745 shares
    Change vs previous 13F +209 shares

    0.65% of the 13F portfolio, value $10,647,911.

    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 54,536 shares
    Change vs previous 13F -934 shares

    0.66% of the 13F portfolio, value $9,970,338.

    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 55,470 shares
    Change vs previous 13F -981 shares

    0.7% of the 13F portfolio, value $9,479,209.

    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 56,451 shares
    Change vs previous 13F +1,743 shares

    0.75% of the 13F portfolio, value $10,052,760.

    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 54,708 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $9,809,216.

    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).