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Disclosery

Jacobi Capital Management LLC: SDVY position timeline

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

Jacobi Capital Management LLC held 62,774 SDVY 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 62,774 shares
    Change vs previous 13F +7,293 shares

    0.13% of the 13F portfolio, value $2,708,073.

    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 55,481 shares
    Change vs previous 13F +1,907 shares

    0.12% of the 13F portfolio, value $2,187,615.

    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 53,574 shares
    Change vs previous 13F +3,892 shares

    0.12% of the 13F portfolio, value $2,052,960.

    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 49,682 shares
    Change vs previous 13F +1,242 shares

    0.11% of the 13F portfolio, value $1,888,862.

    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 48,440 shares
    Change vs previous 13F +16,515 shares

    0.11% of the 13F portfolio, value $1,708,975.

    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 31,925 shares
    Change vs previous 13F +23,668 shares

    0.08% of the 13F portfolio, value $1,069,479.

    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 8,257 shares
    Change vs previous 13F +41 shares

    0.02% of the 13F portfolio, value $296,029.

    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 8,216 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $298,894.

    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).